Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (4 Jun 2025 to 9 Mar 2026)
    • CF30 Customer (20 Feb 2009 to 11 Oct 2012)
    • CF4 Partner (AR) (19 Oct 2006 to 3 Nov 2006)
    • CF22 Investment Adviser (Trainee) (19 Oct 2006 to 3 Nov 2006)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Mar 2026)
    • CF4 Partner (AR) (19 Oct 2006 to 3 Nov 2006)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF1 Director (AR) (5 Aug 2008 to 24 Feb 2009)
  • Think Financial Services Ltd (no longer approved here)

    FRN 486900

    • Employed By (5 Aug 2008 to 24 Feb 2009)
  • Think Financial Services (no longer approved here)

    FRN 194907

    • Employed By (1 Dec 2001 to 21 Aug 2006)

Recent activity

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

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