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
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
- CF1 Director (AR) (since 30 Jun 2006)
- CF30 Customer (12 Jan 2011 to 20 Nov 2013)
- CF22 Investment Adviser (Trainee) (30 Jun 2006 to 23 Feb 2007)
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Quilter Mortgage Planning Limited
FRN 440718
- 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)
- CF1 Director (AR) (since 30 Jun 2006)
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New Start Financial Services Ltd
FRN 450389
- (1)Employed By (since 30 Jun 2006)
Recent activity
Updates to this individual's record on the FCA register.
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