Trevor Branton

Last updated
3 days ago
Watch for changes

Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 7 Jan 2014)
  • Clearwater Financial Planning Ltd

    FRN 450752

    • Employed By (since 27 Nov 2013)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (19 Sep 2012 to 12 Jun 2014)
  • Clearwater Financial Ltd (no longer approved here)

    FRN 500324

    • Employed By (19 Sep 2012 to 12 Jun 2014)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF22 Investment Adviser (Trainee) (19 Apr 2005 to 3 May 2006)
  • Bradleys Financial Management Limited (no longer approved here)

    FRN 182694

    • Employed By (5 Feb 2001 to 31 Dec 2001)

Recent activity

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

No changes recorded yet.