Julie Reeve

Last updated
2 days 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 9 Dec 2019)
    • CF30 Customer (since 16 Dec 2013)
    • CF30 Customer (14 Aug 2008 to 15 Feb 2011)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (15 Feb 2011 to 21 Apr 2023)
  • Westfield Financial Solutions Limited (no longer approved here)

    FRN 451318

    • Employed By (14 Aug 2008 to 23 Jul 2009)
  • Mortgage Advice Bureau Limited (no longer approved here)

    FRN 455545

    • CF4 Partner (AR) (8 Jan 2007 to 14 Aug 2008)
  • Legal & General Partnership Services Limited (no longer approved here)

    FRN 300792

    • CF4 Partner (AR) (16 Aug 2006 to 8 Jan 2007)
  • Dale Mortgage Brokers (no longer approved here)

    FRN 411855

    • Employed By (16 Aug 2006 to 14 Aug 2008)
  • Horbury Financial Services Limited (no longer approved here)

    FRN 225007

    • CF22 Investment Adviser (Trainee) (17 Aug 2004 to 29 Apr 2005)

Recent activity

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

No changes recorded yet.