Daniel Burner

Last updated
3 days 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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 6 Jan 2014)
    • CF30 Customer (since 6 Jan 2014)
    • CF30 Customer (1 May 2009 to 1 Apr 2012)
  • Quilter Mortgage Planning Limited

    FRN 440718

    • CF1 Director (AR) (since 9 Dec 2013)
  • Clearwater Financial Planning Ltd

    FRN 450752

    • Employed By (since 9 Dec 2013)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF1 Director (AR) (9 Dec 2013 to 12 Jun 2014)
    • CF30 Customer (2 Apr 2012 to 12 Jun 2014)
  • Clearwater Financial Ltd (no longer approved here)

    FRN 500324

    • Employed By (1 May 2009 to 4 Jun 2019)
  • Clearwater Financial Consultancy (Exeter) Ltd (no longer approved here)

    FRN 228208

    • Employed By (2 Sep 2003 to 16 Jan 2006)
  • Aston Court Chambers Wealth Management Limited (no longer approved here)

    FRN 194725

    • Employed By (21 Oct 2002 to 2 Sep 2003)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • CF21 Investment Adviser (12 Aug 2002 to 20 Aug 2002)

Recent activity

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

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