Jason Moore

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 28 Jun 2016)
    • CF30 Customer (since 13 Aug 2015)
  • Quilter Mortgage Planning Limited

    FRN 440718

    • CF1 Director (AR) (since 28 Jun 2016)
  • Accuma Financial Planning Ltd

    FRN 747770

    • (1)Employed By (since 28 Jun 2016)
  • 5 Point Financial Planning Ltd (no longer approved here)

    FRN 231278

    • (14)Employed By (13 Aug 2015 to 16 May 2017)
  • Chris Peck IFA (no longer approved here)

    FRN 196917

    • Employed By (13 Aug 2002 to 19 Feb 2010)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (1 Dec 2001 to 7 Aug 2002)

Recent activity

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

No changes recorded yet.