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
    • CF1 Director (AR) (since 19 Dec 2024)
    • Appointed representative dealing with clients for which they require qualification (since 28 Sep 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (28 Feb 2020 to 30 Aug 2020)
    • CF1 Director (AR) (6 Feb 2020 to 30 Aug 2023)
    • CF30 Customer (6 Feb 2020 to 30 Aug 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (6 Feb 2020 to 30 Aug 2023)
  • Openwork Limited (no longer approved here)

    FRN 408285

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

Recent activity

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

No changes recorded yet.