Paul MacRae

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 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)
    • [FCA CF] Functions requiring qualifications (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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (18 Mar 2013 to 8 Dec 2019)
  • HK Financial Advice Service Ltd (no longer approved here)

    FRN 440977

    • Employed By (15 Oct 2012 to 31 Jan 2013)
  • Blanchards Bailey Financial Services Ltd (no longer approved here)

    FRN 544565

    • Employed By (15 Oct 2012 to 31 Jan 2013)
  • Ward Goodman Financial Services Ltd (no longer approved here)

    FRN 221867

    • CF30 Customer (3 Oct 2012 to 31 Jan 2013)
  • Ward Goodman Asset Management Ltd (no longer approved here)

    FRN 574152

    • Employed By (3 Oct 2012 to 31 Jan 2013)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (16 Apr 2010 to 3 Feb 2012)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (17 Jul 2003 to 31 Aug 2007)
    • CF22 Investment Adviser (Trainee) (19 Jun 2002 to 17 Jul 2003)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (1 Dec 2001 to 31 May 2002)

Recent activity

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

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