Keith Murray

• 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 9 Sep 2024)
  • CF30 Customer (since 22 Aug 2024)
• Quilter Financial Advisers Ltd

  FRN 452529

  • (251)Employed By (since 22 Aug 2024)
• Forester Life Limited (no longer approved here)

  FRN 177898

  • [FCA CF] Client dealing (13 Feb 2019 to 9 Apr 2024)
• Sandringham Financial Partners Limited (no longer approved here)

  FRN 581304

  • CF30 Customer (23 Aug 2016 to 12 Feb 2019)
• Lighthouse Advisory Services Limited (no longer approved here)

  FRN 195199

  • CF30 Customer (27 Jun 2014 to 30 Sep 2016)
• Lighthouse Financial Advice Limited (no longer approved here)

  FRN 225502

  • (610)Employed By (27 Jun 2014 to 30 Sep 2016)
• 2 Plan Wealth Management Limited (no longer approved here)

  FRN 461598

  • CF30 Customer (24 Nov 2011 to 29 Sep 2014)
• RLUM Limited (no longer approved here)

  FRN 144032

  • CF30 Customer (1 Nov 2007 to 29 Oct 2011)
  • CF22 Investment Adviser (Trainee) (16 Oct 2007 to 31 Oct 2007)

No changes recorded yet.