Anthony Bean

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

    • 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
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 4 Jun 2025)
  • Quilter Financial Planning Solutions Limited

    FRN 184591

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (19 Jan 2011 to 8 Dec 2019)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF30 Customer (23 Aug 2010 to 18 Nov 2010)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (8 May 2008 to 6 Feb 2009)
  • Legal and General Assurance Society Limited (no longer approved here)

    FRN 117659

    • CF21 Investment Adviser (22 Feb 2005 to 29 Oct 2007)
    • CF22 Investment Adviser (Trainee) (12 Aug 2003 to 22 Feb 2005)
  • Legal & General (Unit Trust Managers) Limited (no longer approved here)

    FRN 119273

    • CF21 Investment Adviser (22 Feb 2005 to 29 Oct 2007)
    • CF22 Investment Adviser (Trainee) (12 Aug 2003 to 22 Feb 2005)

Recent activity

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

No changes recorded yet.