Emily Davies

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • TRULY INDEPENDENT LTD

    FRN 513655

    • 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)
    • [FCA CF] Client dealing (since 31 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 31 Dec 2019)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (29 Sep 2017 to 16 Mar 2020)
  • Kind Wealth Ltd (no longer approved here)

    FRN 604355

    • (4)Employed By (29 Sep 2017 to 16 Mar 2020)

Recent activity

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

  1. controlled function removed: Employed By at Kind Wealth Ltd

  2. controlled function added: (4)Employed By at Kind Wealth Ltd