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
    • Appointed representative dealing with clients for which they require qualification (since 1 Aug 2025)
    • CF1 Director (AR) (since 18 Jul 2025)
    • (1)Employed By (since 18 Jul 2025)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (4 May 2021 to 12 Apr 2023)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (21 Aug 2020 to 25 Jan 2021)

Recent activity

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

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