Paul Chidley

Last updated
6 days ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Kernow Financial Planning Ltd

    FRN 942872

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 1 Apr 2021)
    • Responsible for Insurance Distribution (since 1 Apr 2021)
    • SMF16 Compliance Oversight (since 1 Apr 2021)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 1 Apr 2021)
    • SMF3 Executive Director (since 1 Apr 2021)
    • [FCA CF] Client dealing (since 1 Apr 2021)
    • Responsibility for MCD Intermediation (since 1 Apr 2021)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Aug 2021)
    • CF4 Partner (AR) (7 Feb 2018 to 5 Aug 2021)
    • CF30 Customer (1 Nov 2007 to 5 Aug 2021)
    • CF21 Investment Adviser (2 Apr 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (21 Dec 2006 to 2 Apr 2007)

Recent activity

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

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