Kevin Dean Trett

Last updated
2 weeks 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

    • CF30 Customer (since 11 Mar 2026)
    • CF1 Director (AR) (since 11 Mar 2026)
  • KDT Wealth Management Ltd

    FRN 1051144

    • (2)Employed By (since 11 Mar 2026)
  • Timothy John Pollitt

    FRN 440982

    • 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
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (23 Sep 2014 to 8 Dec 2019)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (19 Jan 2012 to 23 Oct 2014)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF30 Customer (24 Aug 2009 to 14 Nov 2012)
  • Merrick Hill Life & Pensions Limited (no longer approved here)

    FRN 118131

    • (8)Employed By (20 Feb 2004 to 2 Dec 2007)
  • Future Planning (no longer approved here)

    FRN 200427

    • (3)Employed By (25 Apr 2001 to 31 Mar 2004)

Recent activity

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

No changes recorded yet.