Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- Appointed representative dealing with clients for which they require qualification (since 19 Sep 2025)
- CF30 Customer (since 18 Sep 2025)
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Redstone Wealth Management Limited
FRN 843533
- (1)Employed By (since 18 Sep 2025)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Aug 2025)
- CF30 Customer (1 Apr 2016 to 15 Aug 2025)
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- (20)Employed By (1 Apr 2016 to 15 Aug 2025)
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- CF30 Customer (11 Jul 2014 to 31 Aug 2015)
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- CF30 Customer (28 Jan 2013 to 7 Apr 2014)
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- CF30 Customer (27 Aug 2010 to 26 Jan 2013)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Wellesley Investment Management Ltd
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controlled function added: (20)Employed By at Wellesley Investment Management Ltd