Gerald Philip Key

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.

  • Verso Wealth Management Limited

    FRN 153871

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 11. Pension transfer specialist
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 2 Jan 2025)
    • [FCA CF] Functions requiring qualifications (since 2 Jan 2025)
  • W H Ireland Limited (no longer approved here)

    FRN 140773

    • Appointed representative dealing with clients for which they require qualification (27 Oct 2021 to 28 Oct 2021)
    • [FCA CF] Client dealing (27 Oct 2021 to 20 Dec 2024)
    • [FCA CF] Functions requiring qualifications (27 Oct 2021 to 20 Dec 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (6 Jun 2020 to 6 Nov 2020)
    • CF30 Customer (6 Jun 2020 to 6 Nov 2020)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (332)Employed By (6 Jun 2020 to 6 Nov 2020)

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