Ian Davies

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.

  • The Right Mortgage Limited

    FRN 649443

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 4 May 2021)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2021)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (19 Aug 2013 to 17 Apr 2014)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (1 Aug 2011 to 29 Jul 2013)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 28 Jul 2011)
    • CF22 Investment Adviser (Trainee) (9 Nov 2006 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.