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
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 1 Nov 2025)
    • [FCA CF] Client dealing (since 1 Nov 2025)
  • TAVISTOCK PARTNERS (UK) LTD (no longer approved here)

    FRN 230342

    • [FCA CF] Functions requiring qualifications (8 Feb 2024 to 13 Mar 2026)
    • [FCA CF] Client dealing (8 Feb 2024 to 13 Mar 2026)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 29 Feb 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Mar 2023)

Recent activity

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

No changes recorded yet.