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)
- CF30 Customer (9 Jun 2018 to 26 Oct 2020)
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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)
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- CF30 Customer (18 Sep 2013 to 26 Sep 2014)
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- (353)Employed By (18 Sep 2013 to 26 Sep 2014)
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- CF30 Customer (1 Nov 2012 to 10 Sep 2013)
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- CF21 Investment Adviser (26 Oct 2005 to 5 May 2006)
- CF22 Investment Adviser (Trainee) (13 May 2004 to 26 Oct 2005)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.