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
    • Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
    • CF4 Partner (AR) (since 4 Jun 2025)
    • 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)
    • CF4 Partner (AR) (since 31 Mar 2013)
    • (2)Employed By (since 20 Dec 2007)
    • (4)Employed By (17 Feb 2005 to 31 Jan 2007)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF21 Investment Adviser (1 Dec 2001 to 30 Apr 2003)

Recent activity

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

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