Owain Blunkett-Evans

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

    • 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 20 May 2024)
    • CF30 Customer (since 10 May 2024)
  • Quilter Financial Advisers Ltd

    FRN 452529

    • (270)Employed By (since 10 May 2024)
  • GSI WEALTH MANAGEMENT LTD (no longer approved here)

    FRN 460572

    • [FCA CF] Functions requiring qualifications (3 Mar 2022 to 31 May 2023)
    • [FCA CF] Client dealing (3 Mar 2022 to 31 May 2023)
  • A & J WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 428590

    • [FCA CF] Client dealing (28 Apr 2021 to 4 Feb 2022)
    • [FCA CF] Functions requiring qualifications (28 Apr 2021 to 4 Feb 2022)
  • 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 23 Apr 2021)
    • CF30 Customer (19 Oct 2016 to 23 Apr 2021)
  • Burfields House Wealth Management Ltd (no longer approved here)

    FRN 795412

    • Employed By (21 Mar 2018 to 23 Apr 2021)
  • SeventySeven Wealth Management Limited (no longer approved here)

    FRN 623059

    • (11)Employed By (19 Oct 2016 to 23 Apr 2021)

Recent activity

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

No changes recorded yet.