Simon Porter

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.

  • ValidPath Limited

    FRN 197107

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 3 Jun 2024)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 May 2024)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Dec 2019)
  • KYMIN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 189815

    • CF30 Customer (1 Nov 2007 to 22 Dec 2012)
    • CF21 Investment Adviser (13 Apr 2005 to 31 Oct 2007)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (16 Jul 2004 to 29 Nov 2004)
    • CF22 Investment Adviser (Trainee) (27 Oct 2003 to 16 Jul 2004)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (16 Jul 2004 to 29 Nov 2004)
    • CF22 Investment Adviser (Trainee) (27 Oct 2003 to 16 Jul 2004)
  • Kymin Mortgage Services Ltd (no longer approved here)

    FRN 229117

    • Employed By (27 Oct 2003 to 29 Nov 2004)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (25 Oct 2002 to 10 Oct 2003)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 25 Oct 2002)
  • Scottish Widows Administration Services Limited (no longer approved here)

    FRN 139398

    • CF21 Investment Adviser (25 Oct 2002 to 25 Oct 2002)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 25 Oct 2002)

Recent activity

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

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