Kevin Mitchell

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
    • [FCA CF] Functions requiring qualifications (since 4 Jun 2025)
  • Quilter Financial Planning Solutions Limited

    FRN 184591

    • 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)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (22 Jun 2010 to 8 Dec 2019)
  • CULVER FINANCIAL MANAGEMENT LIMITED (no longer approved here)

    FRN 114852

    • CF30 Customer (1 Nov 2007 to 11 Jun 2010)
    • CF22 Investment Adviser (Trainee) (18 May 2007 to 31 Oct 2007)
  • HBOS Investment Fund Managers Limited (no longer approved here)

    FRN 119223

    • CF21 Investment Adviser (13 Nov 2002 to 5 Jun 2003)
    • CF22 Investment Adviser (Trainee) (24 Sep 2002 to 13 Nov 2002)

Recent activity

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

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