Lee Edward Wells

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
    • Appointed representative dealing with clients for which they require qualification (since 20 May 2021)
    • CF30 Customer (since 22 Apr 2021)
    • CF4 Partner (AR) (since 28 Mar 2012)
    • CF1 Director (AR) (4 Jun 2025 to 12 Nov 2025)
    • CF30 Customer (1 Nov 2007 to 3 Jan 2008)
    • CF22 Investment Adviser (Trainee) (24 May 2007 to 31 Oct 2007)
  • Quilter Mortgage Planning Limited

    FRN 440718

    • CF4 Partner (AR) (since 28 Mar 2012)
    • CF1 Director (AR) (15 Aug 2018 to 12 Nov 2025)
  • Ablestoke Financial Planning LLP

    FRN 574544

    • (3)Employed By (since 28 Mar 2012)
  • Ablestoke Financial Advisers Ltd (no longer approved here)

    FRN 837223

    • Employed By (27 Mar 2019 to 26 Nov 2024)
  • Ablestoke Ltd (no longer approved here)

    FRN 493976

    • Employed By (19 Feb 2009 to 19 Apr 2012)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF1 Director (AR) (13 Feb 2009 to 12 Nov 2025)
  • Ablestoke Wealth Management Ltd (no longer approved here)

    FRN 493844

    • Employed By (13 Feb 2009 to 7 Nov 2025)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF22 Investment Adviser (Trainee) (18 Oct 2005 to 16 Jan 2006)

Recent activity

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

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