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
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 9 Sep 2024)
    • CF1 Director (AR) (since 13 Aug 2024)
    • Employed By (since 13 Aug 2024)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • Appointed representative dealing with clients for which they require qualification (1 Feb 2020 to 6 Sep 2024)

Recent activity

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

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