Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 30 Aug 2023)
    • CF1 Director (AR) (since 15 Aug 2023)
    • Employed By (since 15 Aug 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Aug 2023)
    • CF4 Partner (AR) (24 Aug 2015 to 1 Aug 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF4 Partner (AR) (24 Aug 2015 to 1 Aug 2023)

Recent activity

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

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