Where they hold approval

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

  • Rosemount Financial Solutions (IFA) Limited (no longer approved here)

    FRN 535515

    • Appointed representative dealing with clients for which they require qualification (19 Aug 2022 to 31 Mar 2023)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF1 Director (AR) (12 Mar 2009 to 12 Oct 2017)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (1 Nov 2007 to 14 Dec 2010)
    • CF22 Investment Adviser (Trainee) (29 Sep 2006 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (29 Sep 2006 to 31 Jan 2007)

Recent activity

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

No changes recorded yet.