Josh Woodhall

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 Limited

    FRN 497604

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 16 Feb 2023)
    • CF1 Director (AR) (since 4 Dec 2021)
    • CF30 Customer (since 2 Apr 2020)
  • Sheavyn Associates Financial Management Limited

    FRN 593318

    • (4)Employed By (since 2 Apr 2020)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (1 May 2020 to 17 Feb 2023)

Recent activity

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

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