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

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2025)
    • CF30 Customer (28 Jan 2019 to 31 Dec 2025)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (379)Employed By (28 Jan 2019 to 31 Dec 2025)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF30 Customer (1 Nov 2007 to 31 Dec 2018)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Wesleyan Assurance Society (no longer approved here)

    FRN 110873

    • CF21 Investment Adviser (20 Aug 2004 to 14 Jan 2005)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 24 Dec 2002)
  • Wesleyan Unit Trust Managers Limited (no longer approved here)

    FRN 175798

    • CF21 Investment Adviser (20 Aug 2004 to 14 Jan 2005)
    • CF22 Investment Adviser (Trainee) (25 Nov 2003 to 20 Aug 2004)

Recent activity

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

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