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
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
- Appointed representative dealing with clients for which they require qualification (30 Jun 2022 to 12 May 2023)
- CF4 Partner (AR) (14 Feb 2022 to 27 Apr 2023)
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Quilter Financial Planning Solutions Limited
FRN 184591
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 18 Jan 2023)
- Appointed representative dealing with clients for which they require qualification (17 Nov 2021 to 25 Nov 2022)
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- (1)Employed By (14 Feb 2022 to 27 Apr 2023)
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- Appointed representative dealing with clients for which they require qualification (2 Aug 2021 to 30 Sep 2021)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2021)
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- [FCA CF] Functions requiring qualifications (1 Jun 2016 to 31 Jul 2021)
Recent activity
Updates to this individual's record on the FCA register.
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