Robert Monckton

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 Advisers Ltd

    FRN 452529

    • (349)Employed By (since 3 Sep 2021)
  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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)
    • 11. Pension transfer specialist
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 29 Sep 2008)
  • Wealth Planning Associates Ltd (no longer approved here)

    FRN 512922

    • Employed By (28 Jan 2010 to 31 Aug 2021)
  • Kingdon St Clair Independent Financial Advisers (no longer approved here)

    FRN 193480

    • (1)Employed By (31 Dec 2003 to 22 Mar 2004)
  • The Cathedral Partnership (no longer approved here)

    FRN 193436

    • (5)Employed By (29 May 2003 to 31 Dec 2003)
  • ABERDEEN PLATFORM LIMITED (no longer approved here)

    FRN 188796

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

Recent activity

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

No changes recorded yet.