Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Mar 2025)
    • CF1 Director (AR) (5 Dec 2013 to 22 Aug 2018)
    • CF30 Customer (5 Dec 2013 to 3 Mar 2025)
  • RetireInvest Limited (no longer approved here)

    FRN 735551

    • (6)Employed By (8 Feb 2016 to 3 Mar 2025)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (5 Dec 2013 to 22 Aug 2018)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 12 Feb 2016)
    • CF21 Investment Adviser (29 Jul 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (26 Jan 2005 to 29 Jul 2005)

Recent activity

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

No changes recorded yet.