Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Quilter Financial Limited
FRN 497604
- 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)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF1 Director (AR) (since 2 Jul 2018)
- CF30 Customer (since 2 Jul 2018)
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St Edmundsbury Wealth Management Ltd
FRN 812249
- (11)Employed By (since 2 Jul 2018)
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- Employed By (14 Apr 2023 to 8 Apr 2026)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.