Margareta Hamilton

Last updated
2 days 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
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (8 Feb 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (4 May 2006 to 8 Feb 2007)
  • CDC Consultancy Limited

    FRN 768246

    • Employed By (since 7 Feb 2018)
  • Crawford Drake Limited (no longer approved here)

    FRN 582337

    • Employed By (25 Jul 2012 to 7 Jun 2018)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (485)Employed By (7 Jun 2010 to 25 Jul 2012)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF21 Investment Adviser (1 Jun 2005 to 18 May 2006)

Recent activity

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

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