Adam Charles Holt

Last updated
2 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 27 Mar 2026)
    • CF1 Director (AR) (since 5 Mar 2026)
    • CF30 Customer (since 5 Mar 2026)
  • Everstone Wealth Limited

    FRN 1051060

    • (1)Employed By (since 5 Mar 2026)
  • Apropos Wealth Management Limited (no longer approved here)

    FRN 616027

    • (5)Employed By (20 Mar 2023 to 20 Feb 2026)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • [FCA CF] Client dealing (19 Oct 2021 to 20 Feb 2026)
    • Appointed representative dealing with clients for which they require qualification (10 Oct 2021 to 20 Feb 2026)
    • CF30 Customer (3 Jun 2021 to 20 Feb 2026)
  • EVOLUTION WEALTH NETWORK LIMITED (no longer approved here)

    FRN 591218

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Oct 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 19 Oct 2021)
    • CF30 Customer (1 Jul 2019 to 19 Oct 2021)

Recent activity

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

  1. controlled function removed: Employed By at Apropos Wealth Management Limited

  2. controlled function added: (5)Employed By at Apropos Wealth Management Limited