Kevin John McNally

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

    • 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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF30 Customer (since 4 Jun 2025)
    • CF1 Director (AR) (since 4 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
  • QUILTER WEALTH LIMITED

    FRN 217742

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 20 Apr 2022)
    • CF1 Director (AR) (since 12 Feb 2021)
    • CF30 Customer (since 12 Feb 2021)
  • KM Wealth Management Ltd

    FRN 929236

    • (1)Employed By (since 12 Feb 2021)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (12 Feb 2021 to 16 Feb 2021)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • Appointed representative dealing with clients for which they require qualification (31 Jul 2020 to 12 May 2022)
    • CF30 Customer (1 Nov 2007 to 12 May 2022)
    • CF21 Investment Adviser (20 Jul 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (19 Jun 2003 to 20 Jul 2004)
  • Lighthouse Financial Advice Limited (no longer approved here)

    FRN 225502

    • (682)Employed By (19 Jun 2003 to 22 Apr 2013)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • CF4 Partner (AR) (1 Dec 2001 to 15 Jul 2003)
    • CF21 Investment Adviser (1 Dec 2001 to 15 Jul 2003)
  • Charter House Financial Services (no longer approved here)

    FRN 192176

    • Employed By (1 Dec 2001 to 15 Jul 2003)

Recent activity

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

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