Where they hold approval

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

  • Stonebridge Mortgage Solutions Ltd (no longer approved here)

    FRN 454811

    • Appointed representative dealing with clients for which they require qualification (3 Mar 2021 to 16 Feb 2024)
    • CF1 Director (AR) (9 Feb 2021 to 16 Feb 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 23 Mar 2021)
    • CF1 Director (AR) (12 May 2014 to 23 Mar 2021)
  • Phoenix Life Limited (no longer approved here)

    FRN 110418

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 18 Oct 2002)
  • Columbia Threadneedle Fund Management Limited (no longer approved here)

    FRN 121940

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 1 Jul 2002)

Recent activity

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

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