Helen Wilson

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
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • CF30 Customer (since 21 Jun 2021)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (30 Jul 2015 to 22 Jan 2021)
  • Four Oaks Financial Services Limited

    FRN 616095

    • (14)Employed By (since 21 Jun 2021)
    • (19)Employed By (10 Nov 2020 to 22 Jan 2021)
  • Phillip Thomas (no longer approved here)

    FRN 165254

    • (1)Employed By (30 Jul 2015 to 22 Jan 2021)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF30 Customer (1 Nov 2007 to 4 Jul 2012)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.