Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
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Quilter Mortgage Planning Limited
FRN 440718
- 21. Advising or arranging (bringing about) equity release transactions
- 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)
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- CF30 Customer (29 Dec 2011 to 1 Jul 2015)
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- CF30 Customer (29 Mar 2010 to 1 Oct 2011)
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- (1)Employed By (6 Jan 2000 to 14 Dec 2004)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.