Eamonn Cassidy

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 19 Nov 2014)
    • CF30 Customer (since 18 May 2011)
  • Eamonn Cassidy Wealth Management Limited

    FRN 550446

    • (1)Employed By (since 18 May 2011)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 12 Jul 2011)
    • CF21 Investment Adviser (27 Feb 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (28 Dec 2001 to 27 Feb 2003)

Recent activity

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

No changes recorded yet.