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 19 Feb 2021)
    • CF30 Customer (29 Jul 2008 to 1 Mar 2021)
    • CF4 Partner (AR) (29 Jul 2008 to 2 Oct 2012)
  • Beaulieu Wealth Management Ltd (no longer approved here)

    FRN 501479

    • Employed By (2 Oct 2012 to 1 Mar 2021)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (1 Nov 2007 to 20 Aug 2008)
    • CF4 Partner (AR) (1 Jun 2005 to 20 Aug 2008)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.