Jamie Reed

Last updated
2 weeks ago
Watch for changes

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 Sep 2024)
    • CF30 Customer (since 5 Sep 2024)
    • CF30 Customer (12 Apr 2017 to 14 Jun 2019)
  • Moneytree Wealth Management Ltd

    FRN 537029

    • (10)Employed By (since 5 Sep 2024)
  • LCM FAMILY LIMITED (no longer approved here)

    FRN 227651

    • [FCA CF] Functions requiring qualifications (9 Dec 2021 to 31 Jul 2024)
    • [FCA CF] Client dealing (9 Dec 2021 to 31 Jul 2024)
  • RPG Consulting Limited (no longer approved here)

    FRN 190539

    • [FCA CF] Functions requiring qualifications (14 Apr 2021 to 9 Jul 2021)
    • [FCA CF] Client dealing (14 Apr 2021 to 9 Jul 2021)
  • Atomos Financial Planning Limited (no longer approved here)

    FRN 193503

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2020)
    • CF30 Customer (15 Jul 2019 to 8 Dec 2019)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (15 Jan 2019 to 14 Jun 2019)
  • Quilter Private Client Advisers Limited (no longer approved here)

    FRN 227836

    • (202)Employed By (12 Apr 2017 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.