Where they hold approval

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

  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (1 Nov 2007 to 28 Dec 2011)
    • CF1 Director (AR) (10 Oct 2007 to 28 Dec 2011)
    • CF4 Partner (AR) (23 Feb 2006 to 16 Oct 2007)
    • CF21 Investment Adviser (1 Oct 2003 to 31 Oct 2007)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF21 Investment Adviser (1 Dec 2001 to 31 Jan 2004)

Recent activity

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

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