Almond Financial Ltd

This firm operates as an appointed representative of QUILTER FINANCIAL SERVICES LIMITED and Quilter Mortgage Planning 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.

Daniel Jacob Bocking
IRN DXB01221
- (1)Employed By (since 9 Jan 2026)
David Steward
IRN DXS08568
- (2)Employed By (10 Feb 2022 to 23 Oct 2023)
Emma Louise Ashby
IRN EXA00038
- (5)Employed By (since 26 Nov 2023)
Joseph Dean Fleet-Chapman
IRN JXF00456
- (3)Employed By (since 5 Sep 2024)
Lewis Chapman
IRN LXC00501
- (4)Employed By (since 19 Jun 2023)
Lewis Colver
IRN LXC00647
- (2)Employed By (since 15 Mar 2025)
Sally Robinson
IRN SXR02674
- (1)Employed By (2 Jul 2018 to 17 Jun 2019)
Samuel Robinson
IRN SXR02522
- (6)Employed By (since 2 Jul 2018)

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.