Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (7 Jun 2022 to 20 Feb 2026)
    • CF30 Customer (6 Apr 2021 to 20 Feb 2026)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (15 Apr 2021 to 8 Jun 2022)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (19 Nov 2020 to 19 Mar 2021)
    • CF30 Customer (30 Oct 2020 to 19 Mar 2021)
  • Sapphire Financial Planning Ltd (no longer approved here)

    FRN 736327

    • (4)Employed By (30 Oct 2020 to 19 Mar 2021)
  • Gatehouse Bank Plc (no longer approved here)

    FRN 475346

    • [FCA CF] Functions requiring qualifications (19 Aug 2019 to 5 Nov 2020)

Recent activity

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

No changes recorded yet.