This firm is no longer registered as an appointed representative.
It cannot legally carry out FCA-regulated activities. If anyone is currently dealing with this firm as if it still has permission, treat that as a serious red flag and verify directly with the FCA.
This firm operates as an appointed representative of QUILTER WEALTH LIMITED, 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.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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James Clark
IRN JXC02221
- (61)Employed By (12 Feb 2014 to 13 Oct 2014)
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James Duncan Treliving
IRN JDT00012
- (36)Employed By (13 Oct 2010 to 27 Dec 2018)
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James Michael Over
IRN JMO01078
- (26)Employed By (18 Oct 2012 to 22 Feb 2013)
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James Robert Tarry
IRN JRT01122
- (40)Employed By (21 Apr 2022 to 1 Jun 2022)
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Jessica Mary Braid
IRN JXB46411
- (39)Employed By (2 Apr 2020 to 30 Jun 2021)
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Joseph Maguire
IRN JJM01242
- (24)Employed By (10 Apr 2013 to 31 May 2021)
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Justin David Vincent
IRN JDV01015
- (9)Employed By (since 23 Apr 2008)
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Katherine Rebecca Mulvihill
IRN KRM01064
- (9)Employed By (11 Mar 2013 to 26 Jul 2013)
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Kelly-Jane Bliss
IRN KXB01323
- (27)Employed By (27 Feb 2013 to 21 Oct 2022)
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Kim Mandy Bayliss
IRN KMB01108
- (11)Employed By (28 Jul 2008 to 2 Dec 2008)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.