Paul Cooke

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 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
    • CF30 Customer (since 4 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
  • Quilter Financial Planning Solutions Limited

    FRN 184591

    • 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)
    • CF30 Customer (since 21 Mar 2016)
  • V-Financial Ltd

    FRN 647048

    • (1)Employed By (since 21 Mar 2016)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF30 Customer (12 Feb 2014 to 31 Dec 2015)
  • Lighthouse Financial Advice Limited (no longer approved here)

    FRN 225502

    • (597)Employed By (12 Feb 2014 to 31 Dec 2015)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (14 Dec 2011 to 30 Dec 2013)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 9 Dec 2011)
    • CF22 Investment Adviser (Trainee) (9 Jul 2007 to 31 Oct 2007)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF22 Investment Adviser (Trainee) (3 Feb 2005 to 3 Aug 2007)

Recent activity

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

  1. controlled function removed: Employed By at V-Financial Ltd

  2. controlled function added: (1)Employed By at V-Financial Ltd