Geoffrey Lloyd Boon

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.

  • Stonebridge Mortgage Solutions Ltd

    FRN 454811

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 19 Jun 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (30 May 2023 to 8 Nov 2024)
    • CF1 Director (AR) (26 May 2023 to 8 Nov 2024)
    • CF30 Customer (26 Jun 2018 to 29 Jul 2019)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (17 Feb 2023 to 19 Apr 2023)
    • CF30 Customer (31 Jul 2019 to 19 Apr 2023)
    • CF1 Director (AR) (31 Jul 2019 to 19 Apr 2023)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Feb 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (31 Jul 2019 to 19 Apr 2023)
  • Hill & Co Financial Advisers Ltd (no longer approved here)

    FRN 734657

    • Employed By (26 Jun 2018 to 29 Jul 2019)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2007 to 23 Nov 2007)
    • CF22 Investment Adviser (Trainee) (23 Aug 2007 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.