Craig Matthew Allan

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)
    • Appointed representative dealing with clients for which they require qualification (since 2 Dec 2024)
    • CF30 Customer (since 2 Dec 2024)
  • RetireInvest Limited

    FRN 735551

    • (7)Employed By (since 2 Dec 2024)
  • Smith Eliot Financial Management Ltd (no longer approved here)

    FRN 439711

    • (13)Employed By (14 Dec 2023 to 1 Nov 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (3 Aug 2023 to 1 Nov 2024)
    • Appointed representative dealing with clients for which they require qualification (27 Mar 2023 to 1 Nov 2024)
  • Tower House Wealth Management Limited (no longer approved here)

    FRN 478521

    • Employed By (3 Aug 2023 to 1 Nov 2024)

Recent activity

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

No changes recorded yet.