Where they hold approval

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

  • Everlong Wealth Limited (no longer approved here)

    FRN 443209

    • SMF16 Compliance Oversight (9 Dec 2019 to 25 Apr 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Oct 2021)
    • SMF3 Executive Director (9 Dec 2019 to 19 Dec 2025)
    • Responsible for Insurance Distribution (1 Oct 2018 to 25 Apr 2022)
    • CF8 Apportionment and Oversight (18 Dec 2007 to 31 Mar 2009)
    • CF10 Compliance Oversight (18 Dec 2007 to 8 Dec 2019)
    • Responsible for Insurance Mediation (18 Dec 2007 to 30 Sep 2018)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF1 Director (1 Feb 2006 to 8 Dec 2019)
    • CF21 Investment Adviser (1 Feb 2006 to 31 Oct 2007)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF22 Investment Adviser (Trainee) (27 Dec 2001 to 31 Mar 2003)

Recent activity

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

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