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
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
- CF1 Director (AR) (1 Oct 2008 to 12 Aug 2009)
- CF30 Customer (1 Oct 2008 to 9 Jul 2009)
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Quilter Mortgage Planning Limited
FRN 440718
- 21. Advising or arranging (bringing about) equity release transactions
- 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 9 Dec 2019)
- CF1 Director (AR) (13 Oct 2006 to 12 Aug 2009)
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- (3)Employed By (10 Dec 2003 to 12 Aug 2009)
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- CF21 Investment Adviser (11 Dec 2001 to 1 Aug 2002)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.