Joshua Martin

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

    • 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 26 Mar 2024)
    • CF30 Customer (since 21 Mar 2024)
  • Quilter Financial Advisers Ltd

    FRN 452529

    • (276)Employed By (since 21 Mar 2024)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • [FCA CF] Functions requiring qualifications (2 Oct 2023 to 10 Nov 2023)
    • [FCA CF] Client dealing (2 Oct 2023 to 10 Nov 2023)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (27 Jan 2023 to 29 Aug 2023)
    • CF30 Customer (15 Mar 2021 to 29 Aug 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (7 May 2021 to 30 Jan 2023)

Recent activity

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

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