Iain Francis Robinson

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.

  • Fairstone Financial Management Limited

    FRN 475973

    • 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)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (26 Jan 2018 to 8 Dec 2019)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (29 Apr 2015 to 29 Jan 2018)
  • Sovereign Wealth Management Ltd (no longer approved here)

    FRN 540813

    • Employed By (22 Apr 2015 to 29 Jan 2018)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (28 Mar 2012 to 29 Jan 2018)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (7 Feb 2006 to 10 Aug 2007)
    • CF22 Investment Adviser (Trainee) (4 Apr 2005 to 7 Feb 2006)

Recent activity

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

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