Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • 11. Pension transfer specialist
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF1 Director (AR) (since 5 Dec 2024)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 27 Feb 2017)
    • Employed By (since 5 Dec 2024)
  • Millfield Wealth Management Ltd (no longer approved here)

    FRN 769590

    • (8)Employed By (27 Feb 2017 to 10 Jan 2025)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (12 Nov 2012 to 24 Feb 2017)
  • Honister Partners Ltd (no longer approved here)

    FRN 502699

    • Employed By (23 Jun 2009 to 2 Jul 2012)

Recent activity

Updates to this individual's record on the FCA register.

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