Carlo Lucchesi

Last updated
3 days 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 6 Sep 2017)
    • CF30 Customer (since 23 Apr 2015)
    • CF4 Partner (AR) (23 Apr 2015 to 5 Jul 2020)
  • Quilter Mortgage Planning Limited

    FRN 440718

    • CF1 Director (AR) (since 6 Sep 2017)
    • CF4 Partner (AR) (23 Apr 2015 to 5 Jul 2020)
  • CL FINANCIAL SERVICES (ENNISKILLEN) LTD

    FRN 678764

    • Employed By (since 16 Apr 2015)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 11 Nov 2012)
    • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
  • HBOS Investment Fund Managers Limited (no longer approved here)

    FRN 119223

    • CF21 Investment Adviser (14 Feb 2003 to 5 Jun 2003)
    • CF22 Investment Adviser (Trainee) (24 Sep 2002 to 14 Feb 2003)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF21 Investment Adviser (1 Dec 2001 to 16 Aug 2002)

Recent activity

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

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