Where they hold approval

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

    • 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 27 Jun 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Jun 2022)
    • CF30 Customer (1 Feb 2013 to 6 Oct 2020)
    • CF4 Partner (AR) (1 Feb 2013 to 11 Apr 2013)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF4 Partner (AR) (1 Feb 2013 to 11 Apr 2013)
    • CF30 Customer (1 Feb 2013 to 13 May 2013)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF30 Customer (16 Jul 2009 to 30 Nov 2012)

Recent activity

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

No changes recorded yet.