Moyna Patchett

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 (no longer approved here)

    FRN 440703

    • CF1 Director (AR) (10 Dec 2023 to 31 Mar 2026)
    • Appointed representative dealing with clients for which they require qualification (17 Feb 2023 to 31 Mar 2026)
    • CF4 Partner (AR) (22 Apr 2021 to 28 Jan 2024)
  • Westmorland Mortgage Advice Centre Limited (no longer approved here)

    FRN 947537

    • Employed By (22 Apr 2021 to 31 Mar 2026)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (4 Jan 2021 to 17 Feb 2023)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Functions requiring qualifications (23 Apr 2020 to 23 Apr 2021)
    • [FCA CF] Client dealing (23 Apr 2020 to 23 Apr 2021)

Recent activity

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

No changes recorded yet.