Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 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 4 Jun 2025)
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Quilter Mortgage Planning Limited
FRN 440718
- 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 20 Apr 2021)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Feb 2023)
- CF30 Customer (1 Nov 2007 to 31 Dec 2012)
- CF7 Sole Trader (AR) (13 Jan 2003 to 31 Jan 2007)
- CF21 Investment Adviser (1 Nov 2002 to 31 Oct 2007)
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- CF21 Investment Adviser (1 Dec 2001 to 1 Nov 2002)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.