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
- CF1 Director (AR) (since 4 Jun 2025)
- CF30 Customer (8 Jun 2010 to 1 Apr 2012)
- CF1 Director (AR) (27 Sep 2007 to 29 Jul 2019)
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FORT ADVICE BUREAU LIMITED
FRN 972730
- SMF3 Executive Director (since 1 Mar 2023)
- SMF1 Chief Executive (since 1 Mar 2023)
- Responsible for Insurance Distribution (since 1 Mar 2023)
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Charles Derby Mortgage Bureau Ltd
FRN 766132
- Employed By (since 6 Dec 2016)
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Quilter Mortgage Planning Limited
FRN 440718
- CF1 Director (AR) (since 27 Sep 2007)
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- CF1 Director (AR) (2 Jan 2014 to 29 Jul 2019)
- CF30 Customer (2 Apr 2012 to 4 Jun 2016)
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- Employed By (2 Jan 2014 to 14 Aug 2019)
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- Employed By (10 Apr 2012 to 14 Aug 2019)
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- Employed By (8 Jun 2010 to 13 Nov 2014)
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- CF30 Customer (1 Nov 2007 to 30 May 2010)
- CF4 Partner (AR) (1 Jun 2005 to 30 May 2010)
- CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
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- (600)Employed By (27 Sep 2007 to 14 Aug 2019)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.