Adam Matthew Goodall

Last updated
2 weeks ago
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Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 10 Apr 2024)
    • CF30 Customer (since 3 Jan 2024)
    • CF1 Director (AR) (since 3 Jan 2024)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Nov 2022)
    • CF1 Director (AR) (21 Mar 2013 to 17 Dec 2020)
    • CF30 Customer (30 Aug 2012 to 2 Nov 2020)
  • Vision Wealth Management Ltd

    FRN 597180

    • Employed By (since 3 Jan 2024)
    • Employed By (21 Mar 2013 to 13 Mar 2019)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (2 Nov 2020 to 12 Apr 2024)
    • CF30 Customer (25 Mar 2020 to 12 Apr 2024)
  • Charles Derby Wealth Management Limited (no longer approved here)

    FRN 535816

    • Employed By (25 Mar 2020 to 18 Feb 2025)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (586)Employed By (11 Mar 2016 to 14 Sep 2021)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (21 Mar 2013 to 17 Dec 2020)
  • Vision Financial Management Ltd (no longer approved here)

    FRN 501422

    • Employed By (30 Aug 2012 to 31 Dec 2012)

Recent activity

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

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