Last updated
2 weeks ago
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Where they hold approval

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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 31 Mar 2026)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 27 Mar 2026)
    • Appointed representative dealing with clients for which they require qualification (since 1 Jul 2022)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jul 2022)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (16 Feb 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (8 Nov 2004 to 16 Feb 2005)

Recent activity

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

No changes recorded yet.