Ian Cleghorn

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 5 Mar 2014)
  • Four Oaks Financial Services Limited

    FRN 616095

    • (4)Employed By (since 5 Mar 2014)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF22 Investment Adviser (Trainee) (19 Oct 2007 to 31 Oct 2007)
  • SKYBOUND WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 217994

    • CF30 Customer (1 Nov 2007 to 17 Dec 2007)
    • CF21 Investment Adviser (16 Jun 2004 to 14 Jul 2004)
  • The Mortgage & Finance Centre (no longer approved here)

    FRN 165686

    • Employed By (8 Nov 2004 to 17 Dec 2007)

Recent activity

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

No changes recorded yet.