Garry Lee Schofield

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

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 24 Jan 2023)
    • CF30 Customer (since 11 Jan 2023)
  • Quilter Financial Advisers Ltd

    FRN 452529

    • (325)Employed By (since 11 Jan 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (22 Feb 2013 to 4 Nov 2019)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF30 Customer (20 Jan 2011 to 21 Jul 2011)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF22 Investment Adviser (Trainee) (23 May 2005 to 15 Dec 2005)
    • CF21 Investment Adviser (8 Jun 2004 to 15 Dec 2004)

Recent activity

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

No changes recorded yet.