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 4 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Mar 2023)
    • CF1 Director (AR) (5 Aug 2013 to 13 Jul 2017)
    • 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 6 Mar 2023)
    • CF1 Director (AR) (5 Aug 2013 to 13 Jul 2017)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF1 Director (AR) (15 Feb 2006 to 6 Sep 2013)
    • CF21 Investment Adviser (15 Feb 2006 to 31 Oct 2007)
  • CPS Financial Solutions Ltd (no longer approved here)

    FRN 442763

    • Employed By (15 Feb 2006 to 13 Jul 2017)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (1 Dec 2001 to 17 Feb 2006)

Recent activity

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

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