Where they hold approval

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

    • 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 10 Jul 2025)
    • CF1 Director (AR) (since 9 Jul 2025)
    • CF30 Customer (since 9 Jul 2025)
    • (2)Employed By (since 9 Jul 2025)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (1 Nov 2010 to 7 Oct 2011)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (29 Jun 2009 to 2 Nov 2010)
  • Butler Mortgage Solutions Ltd (no longer approved here)

    FRN 466930

    • Employed By (29 Jun 2009 to 2 Nov 2010)

Recent activity

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

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