Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Quilter Mortgage Planning Limited
FRN 440718
- CF1 Director (AR) (since 18 Apr 2017)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Apr 2021)
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- CF1 Director (AR) (since 18 Apr 2017)
- CF30 Customer (14 Nov 2012 to 25 Mar 2021)
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- CF30 Customer (25 Jul 2012 to 31 Oct 2012)
- CF4 Partner (AR) (8 Nov 2011 to 3 Oct 2012)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.