Kelly Louise East

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.

  • ValidPath Limited

    FRN 197107

    • 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 2 Dec 2025)
    • CF1 Director (AR) (since 24 Nov 2025)
    • CF30 Customer (since 24 Nov 2025)
  • Kelly East Wealth Management Ltd

    FRN 1043495

    • (1)Employed By (since 24 Nov 2025)
  • Pure Wealth Management Limited (no longer approved here)

    FRN 826357

    • [FCA CF] Client dealing (21 Oct 2024 to 27 Nov 2025)
    • [FCA CF] Functions requiring qualifications (14 Oct 2024 to 15 Oct 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Oct 2024)
    • CF1 Director (AR) (19 Aug 2019 to 16 Oct 2024)
    • CF30 Customer (5 Nov 2018 to 16 Oct 2024)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (19 Aug 2019 to 16 Oct 2024)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (536)Employed By (5 Nov 2018 to 16 Oct 2024)

Recent activity

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

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