Where they hold approval

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

  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2023)
    • CF30 Customer (1 Sep 2016 to 31 Mar 2023)
  • Camargue Wealth Limited (no longer approved here)

    FRN 749215

    • Employed By (1 Sep 2016 to 31 Mar 2023)
  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • CF30 Customer (27 Sep 2011 to 31 Jul 2012)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF30 Customer (1 Nov 2007 to 28 Oct 2011)
    • CF22 Investment Adviser (Trainee) (25 Oct 2006 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.