Robert James Boland

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.

  • COTSWOLD INDEPENDENT FINANCIAL SERVICES LTD

    FRN 604634

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 7 Apr 2022)
    • [FCA CF] Functions requiring qualifications (since 1 Jan 2020)
    • [FCA CF] Client dealing (since 1 Jan 2020)
    • CF30 Customer (3 Jul 2017 to 8 Dec 2019)
  • Brookson Financial Limited (no longer approved here)

    FRN 179752

    • CF30 Customer (15 Jun 2015 to 30 Jun 2017)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • CF30 Customer (13 Jun 2013 to 2 Oct 2013)
  • Bankfield Financial Advisers Ltd (no longer approved here)

    FRN 214372

    • Employed By (13 Jun 2013 to 2 Oct 2013)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (10 Aug 2012 to 19 Apr 2013)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (276)Employed By (10 Aug 2012 to 19 Apr 2013)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (20 Oct 2010 to 16 Oct 2012)
  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • CF30 Customer (3 Sep 2010 to 24 Sep 2010)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF30 Customer (13 Oct 2009 to 16 Sep 2010)

Recent activity

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

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