Callum Christoper Healey

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

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 5 Jul 2024)
    • CF1 Director (AR) (since 1 Jul 2024)
    • CF30 Customer (since 1 Jul 2024)
  • Apex Financial Planning Ltd

    FRN 1014894

    • (2)Employed By (since 1 Jul 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (11 May 2022 to 13 May 2024)
    • CF30 Customer (9 May 2022 to 13 May 2024)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 17 Feb 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 17 Feb 2022)
    • CF30 Customer (25 Sep 2019 to 8 Dec 2019)

Recent activity

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

  1. controlled function removed: Employed By at Apex Financial Planning Ltd

  2. controlled function added: (2)Employed By at Apex Financial Planning Ltd