Mark Stallard

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
    • 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 23 Sep 2013)
    • CF30 Customer (since 23 Sep 2013)
  • Quilter Mortgage Planning Limited

    FRN 440718

    • CF1 Director (AR) (since 23 Sep 2013)
  • Onside Financial Management Ltd

    FRN 607536

    • (1)Employed By (since 23 Sep 2013)
  • Paul Kerr (no longer approved here)

    FRN 211677

    • (10)Employed By (23 Jun 2010 to 5 Jul 2013)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (23 Jun 2010 to 5 Jul 2013)

Recent activity

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

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