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
- 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 7 Mar 2023)
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- Appointed representative dealing with clients for which they require qualification (2 Mar 2021 to 7 Mar 2023)
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- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Mar 2021)
- CF30 Customer (7 Aug 2013 to 8 Dec 2019)
- CF22 Investment Adviser (Trainee) (30 Jul 2007 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.