Paul Kelly

• QUILTER FINANCIAL SERVICES LIMITED

  FRN 440703

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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
  • Appointed representative dealing with clients for which they require qualification (since 11 Oct 2023)
  • CF30 Customer (since 22 Jun 2023)
  • CF1 Director (AR) (since 22 Jun 2023)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Nov 2020)
  • CF30 Customer (19 Nov 2007 to 2 Nov 2020)
• PK MORTGAGE SERVICES LIMITED

  FRN 997366

  • (3)Employed By (since 22 Jun 2023)
• QUILTER WEALTH LIMITED (no longer approved here)

  FRN 217742

  • Appointed representative dealing with clients for which they require qualification (2 Nov 2020 to 19 Oct 2023)
  • CF30 Customer (25 Mar 2020 to 19 Oct 2023)
• Charles Derby Wealth Management Limited (no longer approved here)

  FRN 535816

  • Employed By (25 Mar 2020 to 26 Jan 2024)
• Quilter Financial Advisers Ltd (no longer approved here)

  FRN 452529

  • (532)Employed By (19 Nov 2007 to 14 Sep 2021)
• Legal & General Partnership Services Limited (no longer approved here)

  FRN 300792

  • CF4 Partner (AR) (31 Oct 2004 to 30 Sep 2006)
• Legal and General Assurance Society Limited (no longer approved here)

  FRN 117659

  • CF4 Partner (AR) (3 Jul 2002 to 8 Feb 2005)
• Legal & General (Unit Trust Managers) Limited (no longer approved here)

  FRN 119273

  • CF4 Partner (AR) (1 Dec 2001 to 8 Feb 2005)

No changes recorded yet.