Helen Roberts

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.

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 5 Aug 2024)
    • Appointed representative dealing with clients for which they require qualification (since 21 Mar 2022)
    • CF30 Customer (since 14 Mar 2022)
  • Stellar Financial Planning Ltd

    FRN 1016442

    • (2)Employed By (since 5 Aug 2024)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Mar 2022)
    • CF30 Customer (11 Oct 2018 to 23 Mar 2022)
  • Grosvenor Consultancy Limited (no longer approved here)

    FRN 187799

    • CF30 Customer (19 Jul 2012 to 18 Oct 2018)
  • Milsted Langdon Financial Services Limited (no longer approved here)

    FRN 126457

    • CF30 Customer (19 Aug 2011 to 2 Aug 2012)
  • Financial Planning For Professionals Limited (no longer approved here)

    FRN 523366

    • (33)Employed By (19 Aug 2011 to 2 Aug 2012)

Recent activity

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

  1. controlled function removed: Employed By at Financial Planning For Professionals Limited

  2. controlled function added: (33)Employed By at Financial Planning For Professionals Limited