Claire Watson

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.

  • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 27 Sep 2023)
    • CF30 Customer (since 25 Sep 2023)
    • CF30 Customer (20 Aug 2008 to 15 Feb 2013)
  • Quilter Financial Advisers Ltd

    FRN 452529

    • (302)Employed By (since 25 Sep 2023)
  • CMS Wealth Ltd (no longer approved here)

    FRN 586862

    • [FCA CF] Client dealing (11 Aug 2021 to 23 Jun 2023)
    • [FCA CF] Functions requiring qualifications (11 Aug 2021 to 23 Jun 2023)
  • The Financial Practice (Malvern) Ltd (no longer approved here)

    FRN 216067

    • (7)Employed By (20 Aug 2008 to 15 Feb 2013)

Recent activity

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

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