Kevin Oscar Kennard

Last updated
1 day 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
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • CF1 Director (AR) (since 17 Jan 2022)
    • CF30 Customer (since 18 Jun 2021)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (18 Mar 2013 to 30 Oct 2020)
    • CF1 Director (AR) (4 May 2012 to 30 Oct 2020)
  • David James Wealth Limited

    FRN 771834

    • Employed By (since 18 Jun 2021)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • Appointed representative dealing with clients for which they require qualification (29 Jun 2023 to 9 Jun 2025)
    • CF30 Customer (22 May 2023 to 9 Jun 2025)
    • CF1 Director (AR) (22 May 2023 to 9 Jun 2025)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (18 Jun 2012 to 15 Aug 2013)
    • CF1 Director (AR) (30 May 2012 to 15 Aug 2013)
  • Clinton Kennard Associates Ltd (no longer approved here)

    FRN 498916

    • Employed By (30 May 2012 to 2 Nov 2020)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (4 May 2012 to 30 Oct 2020)
  • Vision Financial Management Ltd (no longer approved here)

    FRN 501422

    • Employed By (19 Aug 2010 to 18 May 2017)
  • UK Personal Finance Ltd (no longer approved here)

    FRN 467718

    • Employed By (19 Jan 2009 to 18 Aug 2010)
  • Liverpool Victoria Financial Services Limited (no longer approved here)

    FRN 110035

    • CF21 Investment Adviser (19 Dec 2006 to 31 May 2007)
    • CF22 Investment Adviser (Trainee) (28 Jul 2006 to 19 Dec 2006)
  • Liverpool Victoria Life Company Limited (no longer approved here)

    FRN 110423

    • CF21 Investment Adviser (19 Dec 2006 to 31 May 2007)
    • CF22 Investment Adviser (Trainee) (28 Jul 2006 to 19 Dec 2006)

Recent activity

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

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