Daniel Freeman

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)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 13 Sep 2021)
    • CF1 Director (AR) (since 8 Apr 2019)
    • CF30 Customer (since 14 Aug 2014)
    • CF4 Partner (AR) (14 Aug 2014 to 17 Jan 2019)
  • Quilter Mortgage Planning Limited

    FRN 440718

    • CF1 Director (AR) (since 8 Apr 2019)
    • CF4 Partner (AR) (14 Aug 2014 to 17 Jan 2019)
  • Freeman Financial Ltd

    FRN 837985

    • (2)Employed By (since 8 Apr 2019)
  • Fortis Financial Ltd (no longer approved here)

    FRN 602702

    • (3)Employed By (15 Jan 2019 to 8 Aug 2019)
  • Stonebridge Wealth LLP (no longer approved here)

    FRN 629090

    • (6)Employed By (14 Aug 2014 to 15 Jan 2019)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (16 May 2014 to 15 Aug 2014)

Recent activity

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

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