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
    • [FCA CF] Functions requiring qualifications (since 13 Oct 2025)
  • Connect IFA Ltd (no longer approved here)

    FRN 441505

    • [FCA CF] Functions requiring qualifications (28 Aug 2024 to 22 Oct 2025)
  • Mortgage Advice Bureau Limited (no longer approved here)

    FRN 455545

    • Appointed representative dealing with clients for which they require qualification (25 May 2023 to 14 Aug 2024)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Apr 2023)
    • CF4 Partner (AR) (11 Oct 2007 to 20 Feb 2013)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF4 Partner (AR) (1 Mar 2010 to 20 Feb 2013)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (1 Nov 2007 to 5 Jul 2010)
    • CF4 Partner (AR) (11 Oct 2007 to 16 Aug 2012)
    • CF22 Investment Adviser (Trainee) (11 Oct 2007 to 31 Oct 2007)
  • Bond Financial Limited (no longer approved here)

    FRN 400119

    • CF21 Investment Adviser (7 Jul 2004 to 18 Oct 2007)

Recent activity

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

No changes recorded yet.