David Birkbeck

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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF30 Customer (since 4 Jun 2025)
    • CF1 Director (AR) (since 4 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
  • Quilter Financial Planning Solutions Limited

    FRN 184591

    • 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 9 Dec 2019)
    • CF1 Director (AR) (since 7 Apr 2015)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (30 Oct 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (25 Sep 2007 to 30 Oct 2007)
  • KNS Financial Planning Ltd

    FRN 676810

    • (2)Employed By (since 16 Mar 2015)
  • Birkbeck & Simpson IFA (3188) (no longer approved here)

    FRN 196556

    • Employed By (1 Dec 2001 to 25 Sep 2007)

Recent activity

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

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