Simon John Harry Buchanan Quinlan

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.

  • True Potential Wealth Management LLP

    FRN 529810

    • 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] Client dealing (since 31 Jul 2025)
    • [FCA CF] Functions requiring qualifications (since 31 Jul 2025)
  • My Pension Expert Limited (no longer approved here)

    FRN 579999

    • [FCA CF] Functions requiring qualifications (28 Apr 2025 to 17 Jul 2025)
    • [FCA CF] Client dealing (28 Apr 2025 to 17 Jul 2025)
  • Lyons Financial Management 2001 Limited (no longer approved here)

    FRN 999129

    • (2)Employed By (29 Oct 2024 to 5 Mar 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (7 Aug 2023 to 5 Mar 2025)
    • Appointed representative dealing with clients for which they require qualification (20 Feb 2023 to 5 Mar 2025)
  • Simon Quinlan (no longer approved here)

    FRN 999388

    • (1)Employed By (7 Aug 2023 to 5 Mar 2025)
  • Connells Limited (no longer approved here)

    FRN 302221

    • [FCA CF] Functions requiring qualifications (13 Nov 2020 to 31 Jan 2023)
  • Clydesdale Bank Plc (no longer approved here)

    FRN 121873

    • [FCA CF] Functions requiring qualifications (27 Jan 2020 to 12 Nov 2020)

Recent activity

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

No changes recorded yet.