Stuart James Geard

• Quilter Investment Platform Limited

  FRN 165359

  • [FCA CF] Material risk taker (since 19 Apr 2024)
  • [FCA CF] Significant management (since 19 Apr 2024)
• Quilter Life & Pensions Limited

  FRN 207977

  • [FCA CF] Material risk taker (since 19 Apr 2024)
  • [FCA CF] Significant management (since 19 Apr 2024)
• Falcon Financial Advice Limited (no longer approved here)

  FRN 401814

  • (78)Employed By (16 Aug 2024 to 4 Mar 2025)
• Charles Derby Wealth Management Limited (no longer approved here)

  FRN 535816

  • Employed By (16 Jun 2024 to 11 Jul 2025)
• The IPS Partnership Limited (no longer approved here)

  FRN 115135

  • [FCA CF] Manager of certification employee (1 Jan 2022 to 12 Sep 2022)
  • [FCA CF] Significant management (1 Jan 2022 to 12 Sep 2022)
• James Hay WRAP Managers Limited (no longer approved here)

  FRN 225574

  • [FCA CF] Manager of certification employee (1 Jan 2022 to 12 Sep 2022)
  • [FCA CF] Significant management (1 Jan 2022 to 12 Sep 2022)
• JAMES HAY ADMINISTRATION COMPANY LIMITED (no longer approved here)

  FRN 460698

  • [FCA CF] Manager of certification employee (1 Jan 2022 to 12 Sep 2022)
  • [FCA CF] Significant management (1 Jan 2022 to 12 Sep 2022)
• IPS Pensions Limited (no longer approved here)

  FRN 461720

  • [FCA CF] Manager of certification employee (1 Jan 2022 to 12 Sep 2022)
  • [FCA CF] Significant management (1 Jan 2022 to 12 Sep 2022)
• NUCLEUS FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 456117

  • SMF2 Chief Finance (6 Aug 2021 to 12 Sep 2022)
  • SMF3 Executive Director (9 Dec 2019 to 12 Sep 2022)
  • CF28 Systems and controls (22 Nov 2017 to 8 Dec 2019)
  • CF1 Director (20 Nov 2012 to 8 Dec 2019)
  • CF2 Non Executive Director (7 Jul 2009 to 20 Nov 2012)
• XPS Investment Limited (no longer approved here)

  FRN 528774

  • CF2 Non Executive Director (17 Sep 2012 to 28 Sep 2012)

No changes recorded yet.