Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- CF4 Partner (AR) (since 4 Jun 2025)
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
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Quilter Mortgage Planning Limited
FRN 440718
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2020)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Apr 2021)
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QUILTER WEALTH LIMITED
FRN 217742
- CF4 Partner (AR) (since 19 May 2011)
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The Mortgage Advice Centre
FRN 414226
- Employed By (since 19 May 2011)
- Employed By (30 Nov 2005 to 2 Jul 2006)
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- CF7 Sole Trader (AR) (30 Nov 2005 to 2 Jul 2006)
- CF22 Investment Adviser (Trainee) (12 Sep 2002 to 12 Sep 2002)
- CF21 Investment Adviser (12 Sep 2002 to 2 Jul 2006)
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- CF21 Investment Adviser (12 Sep 2002 to 3 Jun 2003)
- CF22 Investment Adviser (Trainee) (12 Sep 2002 to 12 Sep 2002)
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- CF22 Investment Adviser (Trainee) (12 Sep 2002 to 12 Sep 2002)
- CF21 Investment Adviser (12 Sep 2002 to 3 Jun 2003)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.