David Estridge

Last updated
1 week ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Jigsaw Financial Planning Limited

    FRN 736855

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 24 Nov 2023)
    • [FCA CF] Client dealing (since 24 Nov 2023)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Aug 2023)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (3 Dec 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (17 Aug 2004 to 3 Dec 2004)

Recent activity

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

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