Keely Louise Oldham

Last updated
1 week ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Trusthouze Ltd

    FRN 660389

    • 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)
    • [FCA CF] Functions requiring qualifications (since 1 Feb 2023)
    • [FCA CF] Client dealing (since 1 Feb 2023)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Dec 2022)
    • CF30 Customer (26 Sep 2019 to 30 Dec 2022)
  • Compass Financial (UK) Limited (no longer approved here)

    FRN 616200

    • Employed By (26 Sep 2019 to 30 Dec 2022)

Recent activity

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

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