Accura Wealth Management Ltd

This firm operates as an appointed representative of Quilter Financial Planning Solutions Limited and QUILTER FINANCIAL SERVICES LIMITED. Its regulated business runs under their FCA authorisations, and they're jointly legally responsible for what it does.

Addresses

The contact details this firm has registered with the FCA.

Senior staff personally approved by the FCA to hold their roles here.

David Carlin
IRN DWC00026
- (5)Employed By (since 26 Jun 2020)
Lee James Hall
IRN LJH00012
- (2)Employed By (since 28 Jan 2016)
Mandy Robinson
IRN MLR00001
- (4)Employed By (since 14 Oct 2022)
Paul Dorian
IRN PMD00030
- (1)Employed By (since 3 Mar 2016)
Stephen Allison
IRN SXA00071
- (3)Employed By (since 28 Jan 2016)

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

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.