Julie Eva

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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF30 Customer (since 4 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
  • Quilter Financial Planning Solutions Limited

    FRN 184591

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF30 Customer (since 7 Jun 2021)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (23 Dec 2009 to 8 Dec 2019)
  • Four Stages Finance Limited

    FRN 736876

    • (7)Employed By (since 11 Jan 2021)
  • Milsted Langdon Financial Services Limited (no longer approved here)

    FRN 126457

    • CF30 Customer (3 Apr 2008 to 19 Feb 2010)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (5 Aug 2003 to 21 Apr 2006)
    • CF22 Investment Adviser (Trainee) (21 Feb 2002 to 5 Aug 2003)

Recent activity

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

No changes recorded yet.