Clearwater Financial Planning 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.
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Principal Place of Business
56 Fore StreetKingsbridgeDevonTQ7 1NYUNITED KINGDOM- Phone
- +441548856096
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Daniel Burner
IRN DPB00031
- Employed By (since 9 Dec 2013)
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Geoffrey Robins
IRN GXR00037
- Employed By (27 Nov 2013 to 1 Apr 2021)
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Jonathan Tucker
IRN JRT01090
- Employed By (since 27 Nov 2013)
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Karen Burner
IRN KXB01789
- Employed By (20 Dec 2013 to 10 Oct 2015)
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Kerry Mitchelmore
IRN KXM00632
- Employed By (since 24 Jan 2025)
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Mark Gary Lidstone
IRN MGL00014
- Employed By (since 12 Feb 2016)
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Nicholas Ronald Cox
IRN NXC00472
- Employed By (since 25 Apr 2025)
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Simon Mason
IRN SXM02965
- Employed By (27 Jun 2022 to 24 Oct 2022)
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Simon Wrench
IRN SCW00001
- Employed By (since 22 Jun 2022)
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Trevor Branton
IRN TMB00020
- Employed By (since 27 Nov 2013)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.