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
- CF30 Customer (since 21 Apr 2026)
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Quilter Financial Advisers Ltd
FRN 452529
- (29)Employed By (since 21 Apr 2026)
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TAB FINANCIAL PLANNING LIMITED
FRN 1006887
- (1)Employed By (since 2 Jan 2024)
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- Appointed representative dealing with clients for which they require qualification (2 Jan 2024 to 22 Apr 2026)
- CF1 Director (AR) (2 Jan 2024 to 22 Apr 2026)
- CF30 Customer (2 Jan 2024 to 22 Apr 2026)
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- [FCA CF] Functions requiring qualifications (9 Mar 2021 to 31 Dec 2023)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.