Samuel James Womersley

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.

  • My Pension Expert Limited

    FRN 579999

    • 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)
    • [FCA CF] Functions requiring qualifications (since 10 Feb 2025)
    • [FCA CF] Client dealing (since 10 Feb 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (6 Sep 2022 to 30 Oct 2024)
    • CF30 Customer (4 Sep 2022 to 30 Oct 2024)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (22 Aug 2022 to 6 Sep 2022)
  • Stiles & Company Financial Services Ltd (no longer approved here)

    FRN 232169

    • [FCA CF] Functions requiring qualifications (10 Feb 2020 to 26 May 2022)
    • [FCA CF] Client dealing (10 Feb 2020 to 26 May 2022)

Recent activity

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

No changes recorded yet.