Lewis Anthony Burt

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 21 Jan 2025)
    • CF1 Director (AR) (since 15 Jan 2025)
    • CF30 Customer (since 15 Jan 2025)
  • LDB Wealth Management Ltd

    FRN 779716

    • Employed By (since 15 Jan 2025)
    • Employed By (26 May 2017 to 19 Dec 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Dec 2024)
    • CF1 Director (AR) (26 May 2017 to 19 Dec 2024)
    • CF30 Customer (7 Aug 2009 to 19 Dec 2024)
  • The Trevor Downing Practice LLP (no longer approved here)

    FRN 401788

    • (27)Employed By (7 Aug 2009 to 12 Jun 2017)
  • NatWest Markets Plc (no longer approved here)

    FRN 121882

    • CF30 Customer (6 Dec 2007 to 12 Sep 2008)

Recent activity

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

No changes recorded yet.