Where they hold approval

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

    • (47)Employed By (since 24 Jun 2025)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Client dealing (since 30 Dec 2020)
    • Appointed representative dealing with clients for which they require qualification (since 30 Dec 2020)
    • CF30 Customer (since 4 Dec 2020)
    • (9)Employed By (since 4 Dec 2020)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Dec 2020)
    • CF30 Customer (26 Jul 2010 to 30 Dec 2020)
  • CAERUS Wealth Ltd (no longer approved here)

    FRN 525931

    • Employed By (26 Jul 2010 to 15 Sep 2010)
  • Jonathan & Carole Taylor (no longer approved here)

    FRN 214980

    • (11)Employed By (20 May 2008 to 7 Jan 2021)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (20 May 2008 to 28 Aug 2010)

Recent activity

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

  1. controlled function removed: Employed By at Taylored Advice Group Limited

  2. controlled function added: (9)Employed By at Taylored Advice Group Limited