Where they hold approval

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

    • (64)Employed By (since 6 May 2025)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • CF30 Customer (since 22 Apr 2025)
    • [FCA CF] Client dealing (since 10 Jan 2024)
    • [FCA CF] Functions requiring qualifications (since 10 Jan 2024)
  • Taylored Advice Group Limited (no longer approved here)

    FRN 937284

    • (35)Employed By (22 Apr 2025 to 2 Oct 2025)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jan 2024)
    • CF30 Customer (14 Jun 2019 to 2 Jan 2024)

Recent activity

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

  1. controlled function removed: Employed By at Taylored Advice Group Limited

  2. controlled function added: (35)Employed By at Taylored Advice Group Limited