Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Mar 2023)
    • CF1 Director (AR) (4 Jul 2019 to 8 Mar 2023)
    • CF30 Customer (11 Dec 2013 to 8 Mar 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (4 Jul 2019 to 8 Mar 2023)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (1 Nov 2007 to 4 Dec 2013)
    • CF21 Investment Adviser (16 Mar 2007 to 31 Oct 2007)
  • David Moss (no longer approved here)

    FRN 183324

    • Employed By (15 Jul 2004 to 10 Jan 2020)
  • Bell Financial Planning Ltd (no longer approved here)

    FRN 187496

    • Employed By (29 Aug 2000 to 15 Jul 2004)

Recent activity

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

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