Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (4 Jun 2025 to 12 Aug 2025)
    • Appointed representative dealing with clients for which they require qualification (4 Jun 2025 to 31 Jul 2025)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • Appointed representative dealing with clients for which they require qualification (4 Oct 2022 to 31 Jul 2025)
    • CF30 Customer (7 Sep 2022 to 12 Aug 2025)
  • V-Financial Ltd (no longer approved here)

    FRN 647048

    • (8)Employed By (7 Sep 2022 to 12 Aug 2025)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • [FCA CF] Client dealing (23 Nov 2021 to 10 Oct 2022)
    • [FCA CF] Functions requiring qualifications (23 Nov 2021 to 10 Oct 2022)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Nov 2021)

Recent activity

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

  1. controlled function added: (8)Employed By at V-Financial Ltd