Daniel Joseph Healy

Last updated
2 weeks ago
Watch for changes

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 17 Feb 2023)
    • CF30 Customer (since 4 Feb 2021)
  • Puleston Wealth Management Ltd

    FRN 595900

    • (2)Employed By (since 4 Feb 2021)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (17 Feb 2021 to 17 Feb 2023)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Feb 2021)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF22 Investment Adviser (Trainee) (10 Apr 2007 to 31 Oct 2007)
  • P & P Financial Services Ltd (no longer approved here)

    FRN 200101

    • (7)Employed By (1 Dec 2001 to 17 Jul 2007)

Recent activity

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

No changes recorded yet.