Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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QUILTER WEALTH LIMITED
FRN 217742
- CF1 Director (AR) (since 23 Jul 2024)
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- (1)Employed By (since 12 Oct 2021)
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Trinity Lifetime Partners Limited
FRN 616281
- Employed By (since 27 Feb 2014)
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Quilter Mortgage Planning Limited
FRN 440718
- CF1 Director (AR) (since 4 Jul 2013)
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- CF1 Director (AR) (since 23 Apr 2008)
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- Employed By (6 Jan 2023 to 27 Apr 2023)
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- CF1 Director (AR) (31 Oct 2004 to 15 May 2006)
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- CF1 Director (AR) (1 Dec 2001 to 15 May 2006)
- CF21 Investment Adviser (1 Dec 2001 to 14 Aug 2002)
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- CF1 Director (AR) (1 Dec 2001 to 15 May 2006)
- CF21 Investment Adviser (1 Dec 2001 to 14 Aug 2002)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Private & Commercial Lifetime Partners Limited
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controlled function added: (1)Employed By at Private & Commercial Lifetime Partners Limited