Adam Gary Burt

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 21 Apr 2023)
    • CF30 Customer (since 3 Apr 2023)
  • Beewise FS Ltd

    FRN 923646

    • Employed By (since 3 Apr 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (27 Apr 2021 to 5 Jul 2023)
  • Countrywide Principal Services Limited (no longer approved here)

    FRN 301684

    • [FCA CF] Functions requiring qualifications (31 Mar 2020 to 31 Mar 2021)

Recent activity

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

No changes recorded yet.