Keystone Wealth Management 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.

Nigel Xavier Saldanha
IRN NXS00011
- (9)Employed By (30 Jul 2010 to 8 Dec 2019)
Richard Anthony Mullan
IRN RXM00202
- (5)Employed By (since 11 Feb 2022)
Richard Sinton
IRN RXS02599
- (2)Employed By (13 May 2020 to 11 Dec 2020)
Sohrab Kolahi
IRN SXK01555
- (8)Employed By (12 Mar 2013 to 14 Dec 2015)
Timothy John Creasey
IRN TJC01083
- (4)Employed By (5 Dec 2021 to 9 Feb 2024)

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

No changes recorded yet.

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.