Where they hold approval

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

    • (42)Employed By (since 24 Jun 2025)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 30 Dec 2020)
    • [FCA CF] Client dealing (since 30 Dec 2020)
    • CF30 Customer (since 4 Dec 2020)
    • (6)Employed By (since 4 Dec 2020)
  • Jonathan & Carole Taylor (no longer approved here)

    FRN 214980

    • (15)Employed By (5 May 2020 to 7 Jan 2021)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (5 May 2020 to 30 Dec 2020)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Mar 2021)

Recent activity

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

  1. controlled function removed: Employed By at Taylored Advice Group Limited

  2. controlled function added: (6)Employed By at Taylored Advice Group Limited