Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (14 Jan 2009 to 31 Dec 2012)
    • CF21 Investment Adviser (6 Aug 2007 to 10 Aug 2007)
    • CF22 Investment Adviser (Trainee) (15 Mar 2006 to 6 Aug 2007)
    • CF4 Partner (AR) (15 Mar 2006 to 26 Oct 2016)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF4 Partner (AR) (9 Mar 2006 to 26 Oct 2016)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF4 Partner (AR) (1 Jun 2005 to 20 Mar 2006)
    • CF21 Investment Adviser (1 Jun 2005 to 20 Mar 2006)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF1 Director (AR) (14 Mar 2005 to 4 Apr 2007)

Recent activity

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

No changes recorded yet.