Joseph McGhee

Last updated
3 days 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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 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 12 Sep 2011)
    • CF30 Customer (since 8 May 2009)
    • CF30 Customer (12 Feb 2009 to 13 Feb 2009)
  • J McGhee (Financial Consultant) Ltd

    FRN 562813

    • (1)Employed By (since 30 Aug 2011)
  • Clyde Financial Services Ltd (no longer approved here)

    FRN 500318

    • Employed By (8 May 2009 to 30 Aug 2011)
  • Dunnottar Insurance Services Ltd (no longer approved here)

    FRN 412777

    • (12)Employed By (12 Feb 2009 to 13 Feb 2009)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (28 Dec 2006 to 22 Aug 2007)
    • CF22 Investment Adviser (Trainee) (15 Mar 2006 to 28 Dec 2006)
  • Clyde Financial Services (no longer approved here)

    FRN 437809

    • Employed By (15 Mar 2006 to 17 Jul 2009)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (1 Dec 2001 to 18 Nov 2005)

Recent activity

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

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