Where they hold approval

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

    • 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 31 Oct 2023)
    • CF1 Director (AR) (since 13 Jun 2023)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • Appointed representative dealing with clients for which they require qualification (11 Jan 2023 to 31 Oct 2023)
    • CF1 Director (AR) (26 Mar 2020 to 31 Oct 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Jan 2023)

Recent activity

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

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