Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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)
- Appointed representative dealing with clients for which they require qualification (since 8 Jan 2024)
- CF30 Customer (since 24 Aug 2023)
- CF4 Partner (AR) (since 24 Aug 2023)
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Philip Watson & Mandy Watson
FRN 997343
- (2)Employed By (since 24 Aug 2023)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Jan 2024)
- CF30 Customer (1 Nov 2007 to 20 Jan 2024)
- CF21 Investment Adviser (19 Jun 2003 to 31 Oct 2007)
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- (684)Employed By (19 Jun 2003 to 1 May 2024)
Recent activity
Updates to this individual's record on the FCA register.
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