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
    • [FCA CF] Functions requiring qualifications (since 5 Sep 2023)
  • HL Partnership Limited (no longer approved here)

    FRN 303397

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 3 Aug 2023)
    • CF1 Director (AR) (17 Nov 2020 to 2 Aug 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (5 Apr 2012 to 2 Dec 2016)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF1 Director (AR) (27 Mar 2012 to 2 Dec 2016)

Recent activity

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

No changes recorded yet.