Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 7. Giving personal recommendations on long-term care insurance contracts
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 21 May 2024)
- CF30 Customer (since 19 May 2024)
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Quilter Financial Advisers Ltd
FRN 452529
- (262)Employed By (since 19 May 2024)
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Insurance & Financial Services Ltd
FRN 437335
- (2)Employed By (since 26 Jan 2021)
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- Appointed representative dealing with clients for which they require qualification (8 Feb 2021 to 31 May 2024)
- CF30 Customer (26 Jan 2021 to 31 May 2024)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.