Helen Quayle

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.

  • Mather & Murray Financial Ltd

    FRN 696226

    • 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
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 4 Mar 2024)
    • [FCA CF] Functions requiring qualifications (since 4 Mar 2024)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • Appointed representative dealing with clients for which they require qualification (4 Apr 2023 to 1 Mar 2024)
    • CF30 Customer (29 Mar 2023 to 1 Mar 2024)
  • Neil Bird (no longer approved here)

    FRN 840199

    • (1)Employed By (29 Mar 2023 to 1 Mar 2024)
  • Mercer Limited (no longer approved here)

    FRN 121935

    • [FCA CF] Functions requiring qualifications (5 Aug 2021 to 15 Mar 2022)
    • [FCA CF] Client dealing (5 Aug 2021 to 15 Mar 2022)
    • CF30 Customer (22 Sep 2017 to 8 Dec 2019)
  • JLT Wealth Management Limited (no longer approved here)

    FRN 196619

    • CF30 Customer (27 Apr 2019 to 8 Dec 2019)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (10 Sep 2014 to 6 Mar 2016)

Recent activity

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

No changes recorded yet.