Iain Atmore

Last updated
2 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Clifton Wealth Partnership Ltd

    FRN 541273

    • 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)
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Client dealing (since 1 Dec 2025)
    • [FCA CF] Functions requiring qualifications (since 1 Dec 2025)
  • Lifestyle Pensions and Investments Ltd

    FRN 831668

    • (2)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (3)4. Giving personal recommendations on retail investment products which are not broker funds
    • (5)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (4)[FCA CF] Client dealing (since 9 Dec 2019)
    • (4)Responsible for Insurance Distribution (31 Mar 2022 to 14 Feb 2026)
    • (3)Responsibility for MCD Intermediation (31 Mar 2022 to 14 Feb 2026)
    • (7)SMF3 Executive Director (9 Dec 2019 to 14 Feb 2026)
    • (6)SMF16 Compliance Oversight (9 Dec 2019 to 14 Feb 2026)
    • (5)SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 14 Feb 2026)
    • (9)CF11 Money Laundering Reporting (1 Aug 2019 to 8 Dec 2019)
    • (10)CF10 Compliance Oversight (1 Aug 2019 to 8 Dec 2019)
    • (11)CF1 Director (1 Aug 2019 to 8 Dec 2019)
    • (8)CF30 Customer (1 Aug 2019 to 8 Dec 2019)
  • Lifestyle (Glamorgan) Limited

    FRN 541659

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 21 Mar 2016)
    • CF1 Director (1 May 2011 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (1 May 2011 to 8 Dec 2019)
    • CF10 Compliance Oversight (1 May 2011 to 8 Dec 2019)
    • CF30 Customer (1 May 2011 to 8 Dec 2019)
    • Responsible for Insurance Mediation (1 May 2011 to 30 Sep 2018)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF1 Director (AR) (10 Sep 2008 to 30 Apr 2011)
    • CF30 Customer (10 Sep 2008 to 30 Apr 2011)

Recent activity

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

  1. controlled function added: (9)CF11 Money Laundering Reporting at Lifestyle Pensions and Investments Ltd

  2. controlled function added: (10)CF10 Compliance Oversight at Lifestyle Pensions and Investments Ltd

  3. controlled function added: (11)CF1 Director at Lifestyle Pensions and Investments Ltd

  4. controlled function added: (2)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met) at Lifestyle Pensions and Investments Ltd

  5. controlled function added: (3)4. Giving personal recommendations on retail investment products which are not broker funds at Lifestyle Pensions and Investments Ltd

  6. controlled function added: (4)[FCA CF] Client dealing at Lifestyle Pensions and Investments Ltd

  7. controlled function added: (5)[FCA CF] Functions requiring qualifications at Lifestyle Pensions and Investments Ltd