Kevin Barr

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.

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 23 Feb 2023)
    • CF30 Customer (since 26 Apr 2021)
  • Pensionlite Ltd

    FRN 778159

    • (3)Employed By (since 26 Apr 2021)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (5 May 2021 to 23 Feb 2023)
  • Scottish Widows Schroder Personal Wealth Limited (no longer approved here)

    FRN 830170

    • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 26 Feb 2021)
    • [FCA CF] Client dealing (1 Dec 2020 to 26 Feb 2021)
  • Scottish Widows Unit Trust Managers Limited (no longer approved here)

    FRN 122129

    • [FCA CF] Functions requiring qualifications (19 Dec 2019 to 12 Apr 2021)
    • [FCA CF] Client dealing (19 Dec 2019 to 12 Apr 2021)
  • SCOTTISH WIDOWS LIMITED (no longer approved here)

    FRN 181655

    • [FCA CF] Client dealing (11 Jan 2019 to 12 Apr 2021)
    • [FCA CF] Functions requiring qualifications (11 Jan 2019 to 12 Apr 2021)
    • CF30 Customer (31 Dec 2015 to 9 Dec 2018)

Recent activity

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

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