Lee David Howard

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

    • CF1 Director (AR) (since 4 Jun 2025)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 9 Jan 2024)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 6 Jun 2017)
    • CF30 Customer (6 Jun 2017 to 18 Jan 2018)
  • Quilter Mortgage Planning Limited

    FRN 440718

    • CF1 Director (AR) (since 28 Nov 2013)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Apr 2024)
  • Orestone Wealth Management Ltd

    FRN 780439

    • (2)Employed By (since 6 Jun 2017)
  • (UK) Howard Financial Ltd

    FRN 610284

    • (3)Employed By (since 28 Nov 2013)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF4 Partner (AR) (21 Aug 2008 to 31 Dec 2013)

Recent activity

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

No changes recorded yet.