Anthony Millward

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.

  • TRULY INDEPENDENT LTD

    FRN 513655

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 14 Oct 2020)
    • [FCA CF] Client dealing (since 14 Oct 2020)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (26 Feb 2009 to 8 Dec 2019)
  • Crowe Financial Planning UK Limited (no longer approved here)

    FRN 185323

    • CF21 Investment Adviser (29 Mar 2005 to 4 Aug 2006)
    • CF22 Investment Adviser (Trainee) (12 Jun 2003 to 27 Feb 2004)

Recent activity

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

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