Where they hold approval

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

  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • Appointed representative dealing with clients for which they require qualification (6 Sep 2022 to 29 Feb 2024)
    • CF30 Customer (24 Aug 2022 to 29 Feb 2024)
  • V-Financial Ltd (no longer approved here)

    FRN 647048

    • (10)Employed By (24 Aug 2022 to 29 Feb 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Sep 2022)
    • CF30 Customer (11 Jan 2012 to 7 Sep 2022)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (246)Employed By (11 Jan 2012 to 29 Feb 2024)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF30 Customer (21 May 2008 to 29 Oct 2011)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (5 Dec 2002 to 18 Mar 2007)
    • CF22 Investment Adviser (Trainee) (23 May 2002 to 5 Dec 2002)
  • BA (GI) Limited (no longer approved here)

    FRN 117647

    • CF21 Investment Adviser (11 Dec 2001 to 10 Apr 2002)

Recent activity

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

  1. controlled function added: (10)Employed By at V-Financial Ltd