Where they hold approval

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

  • Blueprint Financial Solutions Ltd (no longer approved here)

    FRN 409853

    • Employed By (31 Aug 2012 to 23 Feb 2016)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF1 Director (AR) (23 Sep 2009 to 31 Aug 2012)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF4 Partner (AR) (15 May 2008 to 31 Aug 2012)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (1 Nov 2007 to 23 Feb 2016)
    • CF21 Investment Adviser (15 Nov 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (23 Feb 2006 to 15 Nov 2006)
    • CF4 Partner (AR) (23 Feb 2006 to 31 Aug 2012)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF4 Partner (AR) (27 Jan 2003 to 31 Oct 2004)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 27 Jan 2003)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF4 Partner (AR) (27 Jan 2003 to 16 Feb 2006)
    • CF21 Investment Adviser (1 Dec 2001 to 16 Feb 2006)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 27 Jan 2003)
  • The Quezal Group (no longer approved here)

    FRN 185259

    • Employed By (1 Dec 2001 to 16 Feb 2006)

Recent activity

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

No changes recorded yet.