Terry Lambert

• QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 440703

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Apr 2022)
  • CF30 Customer (1 Nov 2007 to 5 Apr 2022)
  • CF21 Investment Adviser (13 Jun 2007 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (27 Apr 2006 to 13 Jun 2007)
  • CF4 Partner (AR) (27 Apr 2006 to 1 Apr 2012)
• Quilter Financial Advisers Ltd (no longer approved here)

  FRN 452529

  • (251)Employed By (7 Jun 2013 to 5 Apr 2022)
• QUILTER WEALTH LIMITED (no longer approved here)

  FRN 217742

  • CF4 Partner (AR) (2 Apr 2012 to 4 Jun 2013)
• Charles Derby Wealth Management (Home Counties) LLP (no longer approved here)

  FRN 569523

  • Employed By (29 Nov 2011 to 5 Apr 2022)
• Quilter Mortgage Planning Limited (no longer approved here)

  FRN 440718

  • CF4 Partner (AR) (27 Apr 2006 to 4 Jun 2013)
• Charles Derby (Home Counties) LLP (no longer approved here)

  FRN 451134

  • Employed By (27 Apr 2006 to 5 Apr 2022)
• The Regency Financial Partnership (no longer approved here)

  FRN 220265

  • Employed By (17 Jun 2005 to 27 Apr 2006)
• Openwork Limited (no longer approved here)

  FRN 408285

  • CF4 Partner (AR) (17 Jun 2005 to 27 Apr 2006)
• Lambert Associates (no longer approved here)

  FRN 215078

  • Employed By (1 Dec 2001 to 4 Oct 2004)

No changes recorded yet.