Simon Casserley - Gore

Last updated
2 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Quilter Cheviot Limited

    FRN 124259

    • 11. Pension transfer specialist
    • [FCA CF] Client dealing (since 1 May 2025)
    • [FCA CF] Manager of certification employee (since 1 May 2025)
    • [FCA CF] Functions requiring qualifications (since 1 May 2025)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • [FCA CF] Client dealing (1 Sep 2020 to 3 Nov 2023)
    • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 3 Nov 2023)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • [FCA CF] Client dealing (1 Sep 2020 to 3 Nov 2023)
    • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 3 Nov 2023)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • [FCA CF] Client dealing (1 Sep 2020 to 3 Nov 2023)
    • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 3 Nov 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • [FCA CF] Client dealing (1 Sep 2020 to 3 Nov 2023)
    • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 3 Nov 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • [FCA CF] Client dealing (1 Sep 2020 to 3 Nov 2023)
    • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 3 Nov 2023)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 3 Nov 2023)
    • [FCA CF] Client dealing (1 Sep 2020 to 3 Nov 2023)
  • TrinityBridge Limited (no longer approved here)

    FRN 119329

    • CF30 Customer (19 Nov 2013 to 8 Jun 2015)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2007 to 30 Sep 2013)
    • CF22 Investment Adviser (Trainee) (4 Sep 2006 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.