Paul John Adair

• 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 19 Dec 2019)
  • CF1 Director (AR) (since 13 Oct 2015)
  • CF30 Customer (since 13 Oct 2015)
• Quilter Mortgage Planning Limited

  FRN 440718

  • CF1 Director (AR) (since 13 Oct 2015)
• Willow Wealth Management Limited

  FRN 716200

  • Employed By (since 13 Oct 2015)
• The On-Line Partnership Limited (no longer approved here)

  FRN 192638

  • CF30 Customer (11 May 2010 to 16 Jun 2015)
  • CF1 Director (AR) (23 Mar 2010 to 24 Jun 2015)
• Jigsaw Financial Associates Limited (no longer approved here)

  FRN 519787

  • (15)Employed By (23 Mar 2010 to 24 Jun 2015)
• Windmill Financial Planning Limited (no longer approved here)

  FRN 468602

  • Employed By (13 Jun 2007 to 1 May 2010)
• Aviva Administration Limited (no longer approved here)

  FRN 185746

  • CF21 Investment Adviser (24 Aug 2005 to 1 Jul 2007)
  • CF22 Investment Adviser (Trainee) (11 Mar 2005 to 24 Aug 2005)
  • CF7 Sole Trader (AR) (11 Mar 2005 to 14 Nov 2005)
• Windmill Financial Planning & Independent Mortgages (no longer approved here)

  FRN 428745

  • Employed By (11 Mar 2005 to 6 Jul 2007)
• HBOS Investment Fund Managers Limited (no longer approved here)

  FRN 119223

  • CF22 Investment Adviser (Trainee) (9 May 2003 to 5 Jun 2003)

No changes recorded yet.