Giuseppe Iannelli

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.

  • Rosemount Financial Solutions (IFA) Limited

    FRN 535515

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 10 Jun 2025)
    • CF1 Director (AR) (since 5 Jun 2025)
    • CF30 Customer (since 5 Jun 2025)
    • [FCA CF] Client dealing (since 11 Feb 2025)
    • Appointed representative dealing with clients for which they require qualification (30 Apr 2025 to 1 May 2025)
    • [FCA CF] Functions requiring qualifications (19 Feb 2025 to 10 Jun 2025)
  • Oakhill Financial Solutions Ltd

    FRN 1030776

    • (1)Employed By (since 5 Jun 2025)
  • Tavistock Private Client Limited (no longer approved here)

    FRN 210782

    • [FCA CF] Client dealing (4 Aug 2023 to 10 Jan 2024)
    • [FCA CF] Functions requiring qualifications (4 Aug 2023 to 4 Jan 2024)
    • [FCA CF] Manager of certification employee (7 Jul 2023 to 10 Jan 2024)
  • LEBC Group Limited (no longer approved here)

    FRN 760755

    • [FCA CF] Functions requiring qualifications (16 Feb 2023 to 17 Mar 2023)
    • [FCA CF] Client dealing (15 Jul 2020 to 19 Dec 2022)
    • [FCA CF] Manager of certification employee (15 Jul 2020 to 19 Dec 2022)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (14 Jul 2017 to 12 Jul 2019)
  • Ascot Lloyd Limited (no longer approved here)

    FRN 578614

    • CF30 Customer (30 Oct 2014 to 14 Dec 2016)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (12 Oct 2012 to 31 May 2013)
  • Charles Derby Advisers Ltd (no longer approved here)

    FRN 589325

    • Employed By (12 Oct 2012 to 31 May 2013)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (4 Oct 2012 to 4 Oct 2012)
  • Charles Derby Wealth Ltd (no longer approved here)

    FRN 505189

    • Employed By (4 Oct 2012 to 4 Oct 2012)
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