Trevor Levy

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 4 Jun 2025)
  • Quilter Financial Planning Solutions Limited

    FRN 184591

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 11 Jan 2023)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (16 Feb 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (28 Sep 2004 to 16 Feb 2005)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Jan 2023)
  • Trevor Levy (no longer approved here)

    FRN 216547

    • Employed By (1 Dec 2001 to 28 Jul 2004)

Recent activity

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

No changes recorded yet.