Adam Melia

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

    • 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 9 Dec 2019)
    • CF1 Director (AR) (since 27 Feb 2015)
    • CF30 Customer (since 27 Feb 2015)
  • Quilter Mortgage Planning Limited

    FRN 440718

    • CF1 Director (AR) (since 27 Feb 2015)
  • Clear Future Wealth Management Ltd

    FRN 627444

    • Employed By (since 27 Feb 2015)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (1 Aug 2012 to 27 Jun 2014)
  • Blue Partnership (no longer approved here)

    FRN 496486

    • Employed By (1 Aug 2012 to 27 Jun 2014)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2007 to 21 Sep 2012)
    • CF21 Investment Adviser (28 Jul 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (7 Aug 2003 to 28 Jul 2005)

Recent activity

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

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