Alistair Wilkinson

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

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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)
    • CF1 Director (AR) (since 4 Jun 2025)
    • 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

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 29 Mar 2022)
    • CF1 Director (AR) (since 10 Mar 2022)
    • CF30 Customer (since 10 Mar 2022)
  • AJN Wealth Management Ltd

    FRN 966648

    • (1)Employed By (since 10 Mar 2022)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Apr 2022)
    • CF30 Customer (27 Nov 2007 to 11 Apr 2022)
  • Lighthouse Financial Advice Limited (no longer approved here)

    FRN 225502

    • (643)Employed By (27 Nov 2007 to 30 Aug 2017)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (27 Jan 2004 to 14 Oct 2005)
    • CF22 Investment Adviser (Trainee) (17 Aug 2002 to 27 Jan 2004)

Recent activity

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

No changes recorded yet.