Trevor Alan Daniel-Martin

Last updated
3 weeks ago
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Where they hold approval

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

  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • [FCA CF] Client dealing (28 Mar 2022 to 3 May 2024)
    • Appointed representative dealing with clients for which they require qualification (28 Mar 2022 to 3 May 2024)
    • CF30 Customer (27 Jan 2022 to 3 May 2024)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (24 Jun 2020 to 25 Mar 2022)
    • Sole trader dealing with clients for which they require qualification (9 Dec 2019 to 10 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Mar 2022)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (11 Feb 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (6 Oct 2004 to 11 Feb 2005)
  • ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED (no longer approved here)

    FRN 122472

    • CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • ST. JAMES'S PLACE UK PLC (no longer approved here)

    FRN 150026

    • CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF21 Investment Adviser (1 Dec 2001 to 7 Oct 2004)
  • Alan Brown (no longer approved here)

    FRN 401011

    • Employed By (1 Dec 2001 to 7 Oct 2004)

Recent activity

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

No changes recorded yet.