Paul David Gardiner

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

    • 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 13 Sep 2024)
    • CF30 Customer (since 30 Aug 2024)
  • Neil Bird

    FRN 840199

    • (1)Employed By (since 30 Aug 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (2 Nov 2022 to 6 Jun 2024)
    • CF30 Customer (10 Oct 2022 to 6 Jun 2024)
  • Lansdown Place Wealth Management Ltd (no longer approved here)

    FRN 434251

    • Employed By (10 Oct 2022 to 6 Jun 2024)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • [FCA CF] Client dealing (9 Dec 2019 to 17 Oct 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 17 Oct 2022)
    • CF30 Customer (17 Aug 2017 to 8 Dec 2019)
  • TrinityBridge Limited (no longer approved here)

    FRN 119329

    • CF30 Customer (16 Dec 2015 to 10 Aug 2017)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • CF30 Customer (1 Nov 2007 to 27 Feb 2014)
    • CF21 Investment Adviser (13 Nov 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (9 Jun 2006 to 13 Nov 2006)

Recent activity

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

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