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
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 3 Sep 2025)
- CF1 Director (AR) (since 9 Aug 2025)
- CF30 Customer (since 9 Aug 2025)
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Arvor Financial Planning Limited
FRN 1038656
- (1)Employed By (since 9 Aug 2025)
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- [FCA CF] Functions requiring qualifications (1 Aug 2022 to 13 Aug 2025)
- [FCA CF] Client dealing (1 Aug 2022 to 13 Aug 2025)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Arvor Financial Planning Limited
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controlled function added: (1)Employed By at Arvor Financial Planning Limited