Louise O'Reilly

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

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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)
    • CF30 Customer (since 7 Dec 2018)
    • CF1 Director (AR) (since 11 Jan 2013)
    • CF30 Customer (11 Jan 2013 to 27 Feb 2018)
  • Quilter Mortgage Planning Limited

    FRN 440718

    • CF1 Director (AR) (since 11 Jan 2013)
    • CF1 Director (AR) (24 Feb 2010 to 29 Jun 2010)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF1 Director (AR) (22 Jun 2010 to 1 Mar 2013)
    • CF30 Customer (22 Jun 2010 to 1 Mar 2013)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (1 Dec 2001 to 31 Aug 2004)

Recent activity

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

No changes recorded yet.