Paul Repetto-Lee

Last updated
3 weeks ago
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Where they hold approval

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

  • Lifetime Financial Management Intermediaries Ltd

    FRN 225795

    • 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
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (1 Feb 2011 to 8 Dec 2019)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF1 Director (AR) (24 Jan 2011 to 4 May 2011)
    • CF30 Customer (1 Nov 2007 to 4 May 2011)
    • CF7 Sole Trader (AR) (7 Jun 2006 to 31 Jan 2007)
    • CF21 Investment Adviser (7 Jun 2006 to 31 Oct 2007)
  • Millennium Financial Services (Yorkshire) Limited (no longer approved here)

    FRN 230673

    • (1)Employed By (8 Jan 2004 to 4 May 2011)

Recent activity

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

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