Lee James Hall

Last updated
2 weeks ago
Watch for changes

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
    • 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 4 Jun 2025)
    • CF30 Customer (since 4 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (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)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 28 Jan 2016)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (17 Feb 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (9 Feb 2004 to 17 Feb 2005)
  • Accura Wealth Management Ltd

    FRN 733602

    • (2)Employed By (since 28 Jan 2016)
  • Wesleyan Assurance Society (no longer approved here)

    FRN 110873

    • CF21 Investment Adviser (1 Dec 2001 to 14 Nov 2003)
  • Wesleyan Unit Trust Managers Limited (no longer approved here)

    FRN 175798

    • CF21 Investment Adviser (1 Dec 2001 to 14 Nov 2003)

Recent activity

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

  1. controlled function removed: Employed By at Accura Wealth Management Ltd

  2. controlled function added: (2)Employed By at Accura Wealth Management Ltd