Simon Wrench

Last updated
3 days ago
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Where they hold approval

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

  • Clearwater Financial Planning Ltd

    FRN 450752

    • Employed By (since 22 Jun 2022)
  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 9 Dec 2019)
    • CF30 Customer (since 14 Nov 2017)
  • Astute Money Financial Planning Ltd (no longer approved here)

    FRN 616372

    • Employed By (14 Nov 2017 to 16 Nov 2022)
  • THE WEALTH CARE PARTNERSHIP LIMITED (no longer approved here)

    FRN 610170

    • CF30 Customer (14 Apr 2014 to 15 Nov 2017)
  • Thornton & Baines Independent Financial Advisers Limited (no longer approved here)

    FRN 462513

    • CF30 Customer (24 May 2011 to 28 Feb 2012)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 19 Sep 2011)
    • CF21 Investment Adviser (15 May 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (22 Dec 2006 to 15 May 2007)
  • IFS Financial Management Limited (no longer approved here)

    FRN 225384

    • CF21 Investment Adviser (1 Aug 2005 to 26 Dec 2005)

Recent activity

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

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