Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 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
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- CF1 Director (AR) (since 5 Aug 2024)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 30 Jul 2015)
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Stellar Financial Planning Ltd
FRN 1016442
- (3)Employed By (since 5 Aug 2024)
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- (1)Employed By (5 Feb 1999 to 18 Jul 2022)
Recent activity
Updates to this individual's record on the FCA register.
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