Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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PRG Financial Planners Limited
FRN 592781
- (8)Employed By (since 25 Nov 2025)
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 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)
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
- CF30 Customer (since 4 Jun 2025)
- CF30 Customer (10 Jan 2011 to 1 Apr 2012)
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QUILTER WEALTH LIMITED
FRN 217742
- 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)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 2 Apr 2012)
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PRG Independent Limited
FRN 592823
- (3)Employed By (since 15 Jan 2013)
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- CF30 Customer (7 Apr 2010 to 22 Dec 2010)
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- CF30 Customer (1 Nov 2007 to 16 Oct 2008)
- CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.