Teresa Dunning

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.

  • Hoxton Wealth (UK) Ltd

    FRN 586130

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 24 Mar 2025)
    • [FCA CF] Functions requiring qualifications (since 3 Oct 2024)
  • Verso Wealth Management Limited (no longer approved here)

    FRN 153871

    • [FCA CF] Client dealing (9 Sep 2022 to 13 Sep 2024)
    • [FCA CF] Functions requiring qualifications (9 Sep 2022 to 13 Sep 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 May 2022)
    • CF30 Customer (15 May 2013 to 22 Jul 2013)
  • Quilter Private Client Advisers Limited (no longer approved here)

    FRN 227836

    • (77)Employed By (10 Dec 2015 to 30 May 2022)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (4 Jun 2014 to 22 Nov 2015)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (273)Employed By (15 May 2013 to 22 Jul 2013)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (8 Oct 2008 to 11 Nov 2012)

Recent activity

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

No changes recorded yet.