Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- Appointed representative dealing with clients for which they require qualification (since 21 Jan 2026)
- CF30 Customer (since 13 Dec 2025)
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Gibson Private Wealth Ltd
FRN 1018944
- (1)Employed By (since 13 Dec 2025)
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- Appointed representative dealing with clients for which they require qualification (18 Oct 2024 to 21 Jan 2026)
- CF30 Customer (11 Oct 2024 to 31 Dec 2025)
- [FCA CF] Functions requiring qualifications (31 Jul 2024 to 18 Oct 2024)
- [FCA CF] Client dealing (31 Jul 2024 to 18 Oct 2024)
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- (2)Employed By (11 Oct 2024 to 20 Jan 2026)
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- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 26 Jun 2024)
- [FCA CF] Client dealing (9 Dec 2019 to 26 Jun 2024)
- CF30 Customer (1 Nov 2007 to 8 Dec 2019)
- CF21 Investment Adviser (21 Jan 2005 to 31 Oct 2007)
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- Employed By (1 Dec 2001 to 8 Jul 2002)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at GMG Investment Managers Ltd
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controlled function added: (2)Employed By at GMG Investment Managers Ltd