Daniel Birtles

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

    • 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
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 24 Jun 2022)
    • CF30 Customer (since 23 May 2022)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Aug 2021)
    • CF30 Customer (4 Jul 2019 to 6 Sep 2019)
  • Quilter Financial Advisers Ltd

    FRN 452529

    • (345)Employed By (since 23 May 2022)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Functions requiring qualifications (26 Aug 2021 to 30 May 2022)
    • [FCA CF] Client dealing (26 Aug 2021 to 30 May 2022)

Recent activity

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

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