Trevor Wallbridge

• QUILTER FINANCIAL SERVICES LIMITED

  FRN 440703

  • 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 25 Jan 2013)
  • CF30 Customer (3 Feb 2009 to 31 Dec 2012)
• Beals Mortgage and Financial Services Limited

  FRN 471442

  • Employed By (since 25 Jan 2013)
  • Employed By (12 Oct 2011 to 31 Dec 2012)
• UK Personal Finance Ltd (no longer approved here)

  FRN 467718

  • Employed By (3 Feb 2009 to 31 Oct 2011)
• Royal London Unit Trust Managers Limited (no longer approved here)

  FRN 144037

  • CF21 Investment Adviser (11 Nov 2002 to 21 Sep 2004)
• Royal London Mutual Insurance Society, Limited (THE) (no longer approved here)

  FRN 117672

  • CF21 Investment Adviser (1 Dec 2001 to 21 Sep 2004)
• Royal London Savings Limited (no longer approved here)

  FRN 191237

  • CF21 Investment Adviser (1 Dec 2001 to 21 Sep 2004)

No changes recorded yet.