Aidan Richard O'Neill

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)
    • 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
    • Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
    • CF30 Customer (since 4 Jun 2025)
  • QUILTER WEALTH LIMITED

    FRN 217742

    • 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 9 Dec 2019)
    • CF30 Customer (since 16 Feb 2010)
  • Aidan O'Neill

    FRN 511863

    • (1)Employed By (since 16 Feb 2010)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF4 Partner (AR) (21 Feb 2014 to 5 May 2021)
  • Tyrone Financial Services (no longer approved here)

    FRN 612201

    • Employed By (21 Feb 2014 to 27 Nov 2020)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF22 Investment Adviser (Trainee) (21 Jul 2006 to 28 Nov 2006)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (12 Mar 2004 to 31 Oct 2004)
    • CF22 Investment Adviser (Trainee) (12 Jun 2003 to 12 Mar 2004)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (12 Mar 2004 to 16 Jun 2006)
    • CF22 Investment Adviser (Trainee) (12 Jun 2003 to 12 Mar 2004)

Recent activity

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

No changes recorded yet.