Peter Leonard Lee

Last updated
1 week ago
Watch for changes

Where they hold approval

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

  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (24 Apr 2020 to 31 Jul 2021)
    • CF30 Customer (8 Apr 2020 to 31 Jul 2021)
    • CF1 Director (AR) (5 Jun 2014 to 22 Nov 2014)
  • DFP Health & Wealth Management Ltd (no longer approved here)

    FRN 827466

    • Employed By (8 Apr 2020 to 31 Jul 2021)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF1 Director (AR) (24 Jul 2014 to 27 Nov 2020)
    • CF30 Customer (1 Nov 2007 to 27 Nov 2020)
    • CF21 Investment Adviser (10 Aug 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (6 Feb 2007 to 10 Aug 2007)

Recent activity

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

No changes recorded yet.