Irfan Ali

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Rosemount Financial Solutions (IFA) Limited

    FRN 535515

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 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
    • CF1 Director (AR) (since 11 Mar 2025)
    • Appointed representative dealing with clients for which they require qualification (since 14 Mar 2022)
    • CF30 Customer (since 14 Feb 2022)
    • CF5 Director of Unincorporated Association (AR) (14 Feb 2022 to 25 Mar 2025)
  • AIMS Financial Services Limited

    FRN 968064

    • (1)Employed By (since 14 Feb 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Mar 2022)
    • CF30 Customer (27 Jun 2019 to 14 Mar 2022)
  • Rosemount Financial Solutions Ltd (no longer approved here)

    FRN 448935

    • (72)Employed By (27 Jun 2019 to 21 Mar 2022)

Recent activity

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

  1. controlled function removed: Employed By at AIMS Financial Services Limited

  2. controlled function added: (1)Employed By at AIMS Financial Services Limited