Cassie Elizabeth Singer

Last updated
1 week 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

    • 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 19 Jun 2025)
    • CF1 Director (AR) (since 23 May 2025)
    • CF30 Customer (since 23 May 2025)
  • Singer Wealth Management Ltd

    FRN 1033347

    • (1)Employed By (since 23 May 2025)
  • HSBC UK Bank Plc (no longer approved here)

    FRN 765112

    • [FCA CF] Functions requiring qualifications (1 Jul 2018 to 31 Mar 2025)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • [FCA CF] Functions requiring qualifications (6 Dec 2016 to 1 Jul 2018)
    • CF30 Customer (1 Nov 2007 to 27 Oct 2015)
    • CF22 Investment Adviser (Trainee) (5 Mar 2007 to 31 Oct 2007)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF22 Investment Adviser (Trainee) (23 Mar 2006 to 23 Feb 2007)

Recent activity

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

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