Where they hold approval

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

  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Dec 2025)
    • CF30 Customer (1 Nov 2007 to 30 Jul 2012)
    • CF21 Investment Adviser (12 Jun 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (30 Dec 2004 to 12 Jun 2007)

Recent activity

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

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