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 (9 Dec 2019 to 11 Jan 2023)
    • CF4 Partner (AR) (7 Feb 2019 to 21 Feb 2025)
    • CF30 Customer (1 Nov 2007 to 5 Jan 2023)
    • CF21 Investment Adviser (10 Apr 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Mar 2006 to 10 Apr 2006)

Recent activity

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

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