Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
- CF4 Partner (AR) (since 4 Jun 2025)
-
QUILTER WEALTH LIMITED
FRN 217742
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF4 Partner (AR) (since 20 Dec 2007)
- CF7 Sole Trader (AR) (17 Feb 2005 to 31 Jan 2007)
-
Quilter Mortgage Planning Limited
FRN 440718
- CF4 Partner (AR) (since 31 Mar 2013)
-
Premium Financial Planning Services
FRN 426589
- (2)Employed By (since 20 Dec 2007)
- (4)Employed By (17 Feb 2005 to 31 Jan 2007)
-
- CF21 Investment Adviser (1 Dec 2001 to 30 Apr 2003)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.