Amanda Jane Colgate

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.

  • Edward Paul Financial Planning Ltd (no longer approved here)

    FRN 624398

    • [FCA CF] Functions requiring qualifications (4 Dec 2020 to 1 Jun 2022)
    • [FCA CF] Client dealing (4 Dec 2020 to 1 Jun 2022)
    • Responsible for Insurance Distribution (1 Oct 2018 to 22 Nov 2018)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 13 Jan 2017)
    • CF10 Compliance Oversight (8 Sep 2014 to 13 Jan 2017)
    • CF1 Director (8 Sep 2014 to 22 Nov 2018)
    • CF11 Money Laundering Reporting (8 Sep 2014 to 22 Nov 2018)
    • CF30 Customer (8 Sep 2014 to 8 Dec 2019)
    • Responsible for Insurance Mediation (8 Sep 2014 to 30 Sep 2018)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (25 Nov 2010 to 16 May 2011)
  • Warwick Road IFA Limited (no longer approved here)

    FRN 512450

    • Employed By (25 Nov 2010 to 16 May 2011)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 30 Nov 2010)
    • CF21 Investment Adviser (8 Sep 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (3 Jan 2006 to 8 Sep 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.