Where they hold approval

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 14 Feb 2014)
    • Employed By (since 3 Mar 2014)
  • Welbeck Consulting Limited (no longer approved here)

    FRN 216577

    • Employed By (6 Jan 2014 to 7 Mar 2014)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (6 Jan 2014 to 7 Mar 2014)

Recent activity

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

No changes recorded yet.