Where they hold approval

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

    • 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 13 Nov 2024)
    • [FCA CF] Functions requiring qualifications (since 13 Nov 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (8 May 2024 to 27 Dec 2024)
    • CF30 Customer (29 Apr 2024 to 27 Dec 2024)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (472)Employed By (29 Apr 2024 to 27 Dec 2024)
  • Equity Release Supermarket Ltd (no longer approved here)

    FRN 584063

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Oct 2023)
  • GODDARD PERRY CONSULTING LIMITED (no longer approved here)

    FRN 125376

    • CF30 Customer (28 Nov 2017 to 1 Nov 2018)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (20 Jun 2013 to 20 Jun 2017)

Recent activity

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

No changes recorded yet.