Moneytree 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.

Haleam Muhashash
IRN HXM01525
- (6)Employed By (since 26 Jun 2013)
Jamie Reed
IRN JLR01122
- (10)Employed By (since 5 Sep 2024)
John Stirzaker
IRN JWS00019
- (10)Employed By (12 Sep 2022 to 6 Mar 2024)
Lee Darren Gleave
IRN LXG01313
- (16)Employed By (28 Jan 2014 to 15 May 2014)
Liam Francis Duggan
IRN LFD01011
- (4)Employed By (since 26 Mar 2026)
Linford Brown
IRN LDB01036
- (1)Employed By (since 14 Apr 2011)
Mark Anthony Herbert
IRN MAH01324
- (4)Employed By (19 Apr 2018 to 8 Jun 2020)
Mark Fletcher
IRN MXF01423
- (14)Employed By (since 23 Dec 2010)
Martin John Dudley
IRN MXD00169
- (13)Employed By (since 29 Jan 2021)
Michael John Mansfield-Corbett
IRN MJM00079
- (8)Employed By (since 13 Jan 2026)

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.