Helen Wardell

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
    • CF1 Director (AR) (since 4 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
  • Quilter Mortgage Planning Limited

    FRN 440718

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 27 Mar 2023)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED (no longer approved here)

    FRN 122472

    • CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • ST. JAMES'S PLACE UK PLC (no longer approved here)

    FRN 150026

    • CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF21 Investment Adviser (1 Dec 2001 to 29 Jun 2007)
  • AG JM Coomer (no longer approved here)

    FRN 401698

    • (4)Employed By (1 Dec 2001 to 29 Jun 2007)

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

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