Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (28 Sep 2022 to 31 Dec 2025)
    • CF30 Customer (20 Sep 2022 to 31 Dec 2025)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (323)Employed By (20 Sep 2022 to 31 Dec 2025)
  • Apogee Wealth Management Limited (no longer approved here)

    FRN 503713

    • [FCA CF] Functions requiring qualifications (4 Apr 2022 to 19 Aug 2022)
    • [FCA CF] Client dealing (4 Apr 2022 to 19 Aug 2022)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (14 Dec 2021 to 14 Mar 2022)
    • CF30 Customer (7 Dec 2021 to 14 Mar 2022)

Recent activity

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

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