Geoffrey Willis

Last updated
1 week ago
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Where they hold approval

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

  • Simpli Financial Solutions Ltd

    FRN 726327

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 30 Oct 2023)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

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

    FRN 184591

    • CF21 Investment Adviser (3 Sep 2004 to 9 May 2005)
    • CF22 Investment Adviser (Trainee) (30 Mar 2004 to 3 Sep 2004)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (1 Dec 2001 to 27 Feb 2004)

Recent activity

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

No changes recorded yet.