Antonio Iannelli

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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
    • CF30 Customer (since 4 Jun 2025)
    • CF1 Director (AR) (since 4 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Dec 2022)
  • QUILTER WEALTH LIMITED

    FRN 217742

    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 30 Dec 2022)
    • CF1 Director (AR) (since 22 Jul 2020)
    • CF30 Customer (since 20 Oct 2011)
  • Quilter Mortgage Planning Limited

    FRN 440718

    • CF1 Director (AR) (since 29 Jul 2020)
  • Alpha-Omega Financial Services Ltd

    FRN 928939

    • (2)Employed By (since 22 Jul 2020)
  • Sophex Limited (no longer approved here)

    FRN 457902

    • CF30 Customer (1 Nov 2007 to 28 Oct 2011)
    • CF22 Investment Adviser (Trainee) (24 Jul 2007 to 31 Oct 2007)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (1 Dec 2001 to 24 Aug 2007)

Recent activity

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

No changes recorded yet.