Angela James

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)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 16 Sep 2019)
    • CF30 Customer (since 16 Sep 2019)
    • CF30 Customer (14 Mar 2013 to 13 Mar 2019)
  • Quilter Mortgage Planning Limited

    FRN 440718

    • CF1 Director (AR) (since 25 Sep 2019)
  • Yolo Wealth Management Ltd

    FRN 913100

    • Employed By (since 16 Sep 2019)
  • OneDome Capital Ltd (no longer approved here)

    FRN 582895

    • (19)Employed By (14 Mar 2013 to 13 Mar 2019)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (7 Dec 2010 to 11 Nov 2012)

Recent activity

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

No changes recorded yet.