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
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 7. Giving personal recommendations on long-term care insurance contracts
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
- CF30 Customer (since 4 Jun 2025)
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Quilter Financial Planning Solutions Limited
FRN 184591
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 7. Giving personal recommendations on long-term care insurance contracts
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 3 Mar 2016)
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Accura Wealth Management Ltd
FRN 733602
- (1)Employed By (since 3 Mar 2016)
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- CF30 Customer (12 Jan 2012 to 3 Dec 2015)
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- CF30 Customer (7 Oct 2010 to 5 Jan 2012)
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- CF30 Customer (1 Nov 2007 to 22 Sep 2010)
- CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Accura Wealth Management Ltd
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controlled function added: (1)Employed By at Accura Wealth Management Ltd