Geoffrey Robins

Watch for changes

Where they hold approval

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

QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)
FRN 440703
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Apr 2021)
- CF30 Customer (30 Apr 2009 to 1 Apr 2012)
Clearwater Financial Planning Ltd (no longer approved here)
FRN 450752
- Employed By (27 Nov 2013 to 1 Apr 2021)
QUILTER WEALTH LIMITED (no longer approved here)
FRN 217742
- CF30 Customer (2 Apr 2012 to 12 Jun 2014)
Clearwater Financial Ltd (no longer approved here)
FRN 500324
- Employed By (30 Apr 2009 to 12 Jun 2014)
Quilter Financial Planning Solutions Limited (no longer approved here)
FRN 184591
- CF21 Investment Adviser (3 Sep 2004 to 21 Feb 2005)
- CF22 Investment Adviser (Trainee) (7 May 2004 to 3 Sep 2004)

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Senior staff at any authorised firm have to be approved by the FCA personally.
Approved individual: Someone the FCA has personally signed off to hold a senior role at an authorised firm — directors, compliance officers and similar. They're held accountable for the firm's conduct.
Controlled functions: The specific senior roles the FCA approves people to hold, like 'Compliance oversight' or 'Money laundering reporting'. Each approval is tied to a particular firm.
IRN: Individual Reference Number — the unique ID the FCA assigns to each approved person. It stays the same as they move between firms.

Information on this page is sourced from the official FCA register.