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 9 Dec 2019)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 2 Feb 2012)
    • CF21 Investment Adviser (12 Jan 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (14 Oct 2004 to 12 Jan 2005)

Recent activity

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

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