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 24 May 2024)
    • CF30 Customer (11 Jan 2013 to 24 May 2024)
  • Finli (IPWM) Limited (no longer approved here)

    FRN 591331

    • (13)Employed By (11 Jan 2013 to 24 May 2024)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (4 Mar 2010 to 21 Jan 2013)

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: (13)Employed By at Finli (IPWM) Limited