Where they hold approval

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

  • Statehouse Financial Management Limited (no longer approved here)

    FRN 401761

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 21 Dec 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 21 Dec 2023)
    • CF30 Customer (20 May 2016 to 2 Jun 2023)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 2 Jun 2016)
    • CF21 Investment Adviser (20 Sep 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (10 Apr 2007 to 20 Sep 2007)
  • P & P Financial Services Ltd (no longer approved here)

    FRN 200101

    • (3)Employed By (22 Dec 1999 to 17 Jul 2007)

Recent activity

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

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