Last updated
2 weeks ago
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Where they hold approval

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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 10 Mar 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 24 Jul 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 24 Jul 2024)
    • CF30 Customer (1 Mar 2016 to 8 Dec 2019)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (29 Jan 2025 to 4 Mar 2025)

Recent activity

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

No changes recorded yet.