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
    • [FCA CF] Functions requiring qualifications (since 13 Jun 2024)
    • CF1 Director (AR) (since 8 Jun 2024)
  • First Complete Limited (no longer approved here)

    FRN 435779

    • CF1 Director (AR) (2 Feb 2024 to 12 Mar 2024)
  • Connect IFA Ltd (no longer approved here)

    FRN 441505

    • CF1 Director (AR) (15 Dec 2020 to 1 Jul 2024)
    • Appointed representative dealing with clients for which they require qualification (17 Nov 2020 to 1 Jul 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF1 Director (AR) (26 Apr 2017 to 22 Jan 2021)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (26 Apr 2017 to 22 Jan 2021)

Recent activity

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

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