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 9 Dec 2019)
    • CF1 Director (AR) (13 Nov 2006 to 20 Nov 2006)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF21 Investment Adviser (23 May 2003 to 22 Nov 2004)
    • CF22 Investment Adviser (Trainee) (4 Feb 2003 to 23 May 2003)

Recent activity

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

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