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
    • Appointed representative dealing with clients for which they require qualification (since 25 Apr 2022)
    • CF4 Partner (AR) (since 24 Mar 2022)
    • Employed By (since 7 Apr 2009)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Apr 2022)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF4 Partner (AR) (26 Apr 2013 to 22 Apr 2022)
    • CF30 Customer (26 Apr 2013 to 31 Dec 2016)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF30 Customer (26 Apr 2013 to 10 Dec 2013)
    • CF4 Partner (AR) (26 Apr 2013 to 22 Apr 2022)
  • Master Adviser Ltd (U445) (no longer approved here)

    FRN 171704

    • (24)Employed By (24 Feb 2004 to 7 Dec 2004)

Recent activity

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

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