Heide Swift

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.

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 19 Jun 2023)
    • CF30 Customer (since 1 Jun 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (17 Feb 2023 to 16 Jun 2023)
    • CF30 Customer (9 Feb 2021 to 16 Jun 2023)
  • Heide Swift (no longer approved here)

    FRN 766336

    • (1)Employed By (9 Feb 2021 to 21 Jun 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Feb 2023)

Recent activity

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

No changes recorded yet.