Where they hold approval

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

  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • Appointed representative dealing with clients for which they require qualification (28 Mar 2022 to 28 Mar 2024)
    • [FCA CF] Client dealing (28 Mar 2022 to 28 Mar 2024)
    • CF30 Customer (27 Jan 2022 to 28 Mar 2024)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Mar 2022)
    • CF30 Customer (29 Nov 2013 to 25 Mar 2022)
  • Origen Financial Services Limited (no longer approved here)

    FRN 192666

    • CF30 Customer (1 Nov 2007 to 12 Dec 2013)
    • CF21 Investment Adviser (5 Sep 2002 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (23 Apr 2002 to 5 Sep 2002)

Recent activity

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

No changes recorded yet.