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.

  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Sep 2025)
    • CF30 Customer (29 Mar 2010 to 10 Sep 2025)
    • CF22 Investment Adviser (Trainee) (3 Jul 2007 to 31 Oct 2007)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (269)Employed By (29 Nov 2012 to 10 Sep 2025)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (18 Mar 2008 to 14 Apr 2010)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (13 Aug 2003 to 31 Oct 2004)
    • CF22 Investment Adviser (Trainee) (24 Mar 2003 to 13 Aug 2003)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (13 Aug 2003 to 15 Aug 2007)
    • CF22 Investment Adviser (Trainee) (24 Mar 2003 to 13 Aug 2003)
  • Pilgrim Financial Services (no longer approved here)

    FRN 223120

    • Employed By (24 Mar 2003 to 31 Dec 2007)

Recent activity

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

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