Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- CF1 Director (AR) (since 17 Apr 2026)
- CF30 Customer (since 17 Apr 2026)
-
Oakmont Financial Advice Limited
FRN 1053545
- Employed By (since 17 Apr 2026)
-
- Responsible for Insurance Distribution (30 May 2025 to 1 Dec 2025)
- Responsibility for MCD Intermediation (30 May 2025 to 1 Dec 2025)
- SMF3 Executive Director (30 May 2025 to 1 Dec 2025)
- [FCA CF] Functions requiring qualifications (30 May 2025 to 1 Dec 2025)
-
- Appointed representative dealing with clients for which they require qualification (24 Aug 2022 to 29 May 2025)
- CF1 Director (AR) (10 Jun 2022 to 29 May 2025)
-
- Appointed representative dealing with clients for which they require qualification (21 Oct 2020 to 1 Aug 2022)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.