Stuart Patrick Nelson

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.

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 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)
    • CF30 Customer (since 7 Jul 2025)
    • Appointed representative dealing with clients for which they require qualification (since 7 Jul 2025)
  • Quilter Financial Advisers Ltd

    FRN 452529

    • (150)Employed By (since 7 Jul 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (1 Sep 2023 to 3 Mar 2025)
    • CF30 Customer (4 Aug 2023 to 3 Mar 2025)
  • Potter Financial Partners Ltd (no longer approved here)

    FRN 968893

    • (5)Employed By (4 Aug 2023 to 3 Mar 2025)
  • Mirabella Financial Services LLP (no longer approved here)

    FRN 415559

    • CF30 Customer (1 Nov 2007 to 13 Dec 2008)
    • CF21 Investment Adviser (18 Oct 2007 to 31 Oct 2007)
    • CF4 Partner (17 May 2005 to 18 Aug 2005)

Recent activity

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

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