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
- 11. Pension transfer specialist
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- CF30 Customer (since 4 Jun 2025)
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
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Quilter Financial Planning Solutions Limited
FRN 184591
- 11. Pension transfer specialist
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 7 Aug 2016)
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Digby Associates Limited
FRN 631739
- (14)Employed By (since 7 Aug 2016)
Recent activity
Updates to this individual's record on the FCA register.
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