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

    • [FCA CF] Client dealing (8 Nov 2022 to 27 Oct 2024)
    • [FCA CF] Functions requiring qualifications (8 Nov 2022 to 27 Oct 2024)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • [FCA CF] Client dealing (8 Nov 2022 to 27 Oct 2024)
    • [FCA CF] Functions requiring qualifications (8 Nov 2022 to 27 Oct 2024)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • [FCA CF] Client dealing (8 Nov 2022 to 27 Oct 2024)
    • [FCA CF] Functions requiring qualifications (8 Nov 2022 to 27 Oct 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • [FCA CF] Client dealing (8 Nov 2022 to 27 Oct 2024)
    • [FCA CF] Functions requiring qualifications (8 Nov 2022 to 27 Oct 2024)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • [FCA CF] Client dealing (8 Nov 2022 to 27 Oct 2024)
    • [FCA CF] Functions requiring qualifications (8 Nov 2022 to 27 Oct 2024)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • [FCA CF] Client dealing (8 Nov 2022 to 27 Oct 2024)
    • [FCA CF] Functions requiring qualifications (8 Nov 2022 to 27 Oct 2024)
  • Newbridge Limited (no longer approved here)

    FRN 694949

    • (6)Employed By (12 Jun 2020 to 1 Apr 2021)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Apr 2021)
    • CF30 Customer (26 Nov 2019 to 1 Apr 2021)
  • B2 Wealth Ltd (no longer approved here)

    FRN 591054

    • Employed By (26 Nov 2019 to 1 Apr 2021)

Recent activity

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

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