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
- 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
- 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 2 Sep 2022)
- CF30 Customer (since 25 Jul 2022)
- CF30 Customer (17 Mar 2010 to 1 Apr 2012)
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Blueprint Financial Solutions Ltd
FRN 409853
- Employed By (since 25 Jul 2022)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Nov 2022)
- CF30 Customer (2 Apr 2012 to 18 Nov 2022)
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- Employed By (17 Mar 2010 to 18 Nov 2022)
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- Employed By (8 Jun 2005 to 2 Sep 2007)
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- Employed By (3 Jun 2005 to 8 Jun 2005)
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- CF4 Partner (AR) (15 Jul 2002 to 25 May 2005)
- CF21 Investment Adviser (9 Jul 2002 to 2 Sep 2007)
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- CF4 Partner (AR) (9 Jul 2002 to 25 May 2005)
- CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.