Joshua Zachariah Davies

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)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 14 May 2025)
    • CF30 Customer (since 25 Apr 2025)
  • Pensionlite Ltd

    FRN 778159

    • (10)Employed By (since 25 Apr 2025)
  • KINGFURNESS & ASSOCIATES LIMITED (no longer approved here)

    FRN 232518

    • [FCA CF] Client dealing (11 Nov 2022 to 6 Nov 2024)
    • [FCA CF] Functions requiring qualifications (11 Nov 2022 to 6 Nov 2024)

Recent activity

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

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