Amanda Jane Cassidy

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

    • CF1 Director (AR) (since 9 Feb 2022)
    • [FCA CF] Significant management (since 2 Nov 2020)
    • [FCA CF] Manager of certification employee (2 Nov 2020 to 1 Jul 2023)
    • CF30 Customer (1 Nov 2007 to 15 Dec 2011)
    • CF21 Investment Adviser (15 Nov 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (8 Feb 2006 to 15 Nov 2006)
  • Quilter Mortgage Planning Limited

    FRN 440718

    • CF1 Director (AR) (since 9 Feb 2022)
    • [FCA CF] Significant management (since 2 Nov 2020)
    • [FCA CF] Manager of certification employee (2 Nov 2020 to 1 Jul 2023)
  • Quilter Financial Advisers Ltd

    FRN 452529

    • (350)Employed By (since 9 Feb 2022)
  • Quilter Financial Planning Solutions Limited

    FRN 184591

    • [FCA CF] Significant management (since 2 Nov 2020)
    • [FCA CF] Manager of certification employee (2 Nov 2020 to 1 Jul 2023)
  • Lighthouse Advisory Services Limited

    FRN 195199

    • [FCA CF] Significant management (since 2 Nov 2020)
    • [FCA CF] Manager of certification employee (2 Nov 2020 to 1 Jul 2023)
  • QUILTER WEALTH LIMITED

    FRN 217742

    • [FCA CF] Significant management (since 2 Nov 2020)
    • [FCA CF] Manager of certification employee (2 Nov 2020 to 1 Jul 2023)
  • Quilter Financial Limited

    FRN 497604

    • [FCA CF] Significant management (since 2 Nov 2020)
    • [FCA CF] Manager of certification employee (2 Nov 2020 to 1 Jul 2023)
  • Blueprint Financial Solutions Ltd (no longer approved here)

    FRN 409853

    • Employed By (8 Feb 2006 to 9 Feb 2006)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF21 Investment Adviser (1 Jun 2005 to 31 Dec 2005)

Recent activity

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

No changes recorded yet.