Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Quilter Financial Planning Solutions Limited
FRN 184591
- 11. Pension transfer specialist
- [FCA CF] Client dealing (since 7 Jan 2025)
- [FCA CF] Functions requiring qualifications (since 7 Jan 2025)
- [FCA CF] Client dealing (22 Nov 2022 to 9 Jan 2024)
- [FCA CF] Functions requiring qualifications (22 Nov 2022 to 9 Jan 2024)
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Lighthouse Advisory Services Limited
FRN 195199
- 11. Pension transfer specialist
- [FCA CF] Client dealing (since 7 Jan 2025)
- [FCA CF] Functions requiring qualifications (since 7 Jan 2025)
- [FCA CF] Functions requiring qualifications (22 Nov 2022 to 9 Jan 2024)
- [FCA CF] Client dealing (22 Nov 2022 to 9 Jan 2024)
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QUILTER WEALTH LIMITED
FRN 217742
- 11. Pension transfer specialist
- [FCA CF] Client dealing (since 7 Jan 2025)
- [FCA CF] Functions requiring qualifications (since 7 Jan 2025)
- [FCA CF] Client dealing (22 Nov 2022 to 9 Jan 2024)
- [FCA CF] Functions requiring qualifications (22 Nov 2022 to 9 Jan 2024)
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 11. Pension transfer specialist
- [FCA CF] Functions requiring qualifications (since 7 Jan 2025)
- [FCA CF] Client dealing (since 7 Jan 2025)
- [FCA CF] Functions requiring qualifications (22 Nov 2022 to 9 Jan 2024)
- [FCA CF] Client dealing (22 Nov 2022 to 9 Jan 2024)
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Quilter Mortgage Planning Limited
FRN 440718
- 11. Pension transfer specialist
- [FCA CF] Client dealing (since 7 Jan 2025)
- [FCA CF] Functions requiring qualifications (since 7 Jan 2025)
- [FCA CF] Client dealing (22 Nov 2022 to 9 Jan 2024)
- [FCA CF] Functions requiring qualifications (22 Nov 2022 to 9 Jan 2024)
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Quilter Financial Limited
FRN 497604
- 11. Pension transfer specialist
- [FCA CF] Client dealing (since 7 Jan 2025)
- [FCA CF] Functions requiring qualifications (since 7 Jan 2025)
- [FCA CF] Client dealing (22 Nov 2022 to 9 Jan 2024)
- [FCA CF] Functions requiring qualifications (22 Nov 2022 to 9 Jan 2024)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.