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 30 Nov 2022)
    • CF30 Customer (23 Mar 2015 to 30 Nov 2022)
  • Finli (IPWM) Limited (no longer approved here)

    FRN 591331

    • (5)Employed By (17 Mar 2015 to 30 Nov 2022)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (1 Nov 2007 to 16 Jul 2015)
    • CF21 Investment Adviser (6 Feb 2007 to 31 Oct 2007)

Recent activity

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

  1. controlled function removed: Employed By at Finli (IPWM) Limited

  2. controlled function added: (5)Employed By at Finli (IPWM) Limited