Where they hold approval

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

  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Aug 2025)
    • CF30 Customer (9 Jul 2015 to 4 Aug 2025)
  • Moneytree Financial Solutions Ltd (no longer approved here)

    FRN 530950

    • (9)Employed By (16 Jan 2019 to 4 Aug 2025)
  • KBA FS Limited (no longer approved here)

    FRN 214995

    • (7)Employed By (15 Apr 2015 to 22 Jun 2015)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (1 Nov 2007 to 22 Jun 2015)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
  • Richard James Schofield (no longer approved here)

    FRN 216343

    • (8)Employed By (8 Feb 2005 to 4 Aug 2025)

Recent activity

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

No changes recorded yet.