Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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 25 Apr 2025)
- CF30 Customer (since 25 Apr 2025)
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Quilter Financial Advisers Ltd
FRN 452529
- (188)Employed By (since 25 Apr 2025)
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- [FCA CF] Functions requiring qualifications (29 Nov 2022 to 4 Jun 2024)
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- Appointed representative dealing with clients for which they require qualification (31 Jul 2020 to 30 Nov 2022)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.