Julie Darling

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

    • 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 23 May 2024)
    • CF30 Customer (since 21 May 2024)
    • CF1 Director (AR) (since 21 May 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (21 Mar 2023 to 16 Feb 2024)
    • Appointed representative dealing with clients for which they require qualification (1 Dec 2022 to 16 Feb 2024)
    • CF1 Director (AR) (21 Nov 2022 to 16 Feb 2024)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • Appointed representative dealing with clients for which they require qualification (21 Oct 2021 to 18 Nov 2022)

Recent activity

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

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