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 9 Dec 2019)
- CF1 Director (AR) (since 14 Aug 2015)
- CF30 Customer (since 14 Aug 2015)
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Quilter Mortgage Planning Limited
FRN 440718
- CF1 Director (AR) (since 2 Oct 2015)
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Grovewood Insurance Services Limited
FRN 183300
- (1)Employed By (since 1 Mar 1999)
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- CF1 Director (AR) (11 Apr 2006 to 7 Aug 2023)
Recent activity
Updates to this individual's record on the FCA register.
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