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 (9 Dec 2019 to 27 May 2022)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (1 Nov 2007 to 27 May 2022)
    • CF21 Investment Adviser (21 Sep 2006 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (21 Sep 2006 to 31 Jan 2007)

Recent activity

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

No changes recorded yet.