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
    • Appointed representative dealing with clients for which they require qualification (since 27 Nov 2023)
    • CF1 Director (AR) (since 25 Aug 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Nov 2023)
    • CF1 Director (AR) (14 Jun 2019 to 27 Nov 2023)
  • Tom Dalley Financial Solutions Ltd (no longer approved here)

    FRN 843531

    • Employed By (14 Jun 2019 to 28 Nov 2023)

Recent activity

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

No changes recorded yet.