Vanessa Sargent

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 Planning Solutions Limited

    FRN 184591

    • 11. Pension transfer specialist
    • [FCA CF] Client dealing (since 17 Feb 2025)
    • [FCA CF] Functions requiring qualifications (since 17 Feb 2025)
    • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 9 Jan 2024)
    • [FCA CF] Client dealing (1 Sep 2020 to 9 Jan 2024)
  • Lighthouse Advisory Services Limited

    FRN 195199

    • 11. Pension transfer specialist
    • [FCA CF] Client dealing (since 17 Feb 2025)
    • [FCA CF] Functions requiring qualifications (since 17 Feb 2025)
    • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 9 Jan 2024)
    • [FCA CF] Client dealing (1 Sep 2020 to 9 Jan 2024)
    • CF30 Customer (1 Nov 2007 to 31 Mar 2014)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)
  • QUILTER WEALTH LIMITED

    FRN 217742

    • 11. Pension transfer specialist
    • [FCA CF] Client dealing (since 17 Feb 2025)
    • [FCA CF] Functions requiring qualifications (since 17 Feb 2025)
    • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 9 Jan 2024)
    • [FCA CF] Client dealing (1 Sep 2020 to 9 Jan 2024)
  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 11. Pension transfer specialist
    • [FCA CF] Client dealing (since 17 Feb 2025)
    • [FCA CF] Functions requiring qualifications (since 17 Feb 2025)
    • [FCA CF] Client dealing (1 Sep 2020 to 9 Jan 2024)
    • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 9 Jan 2024)
  • Quilter Mortgage Planning Limited

    FRN 440718

    • 11. Pension transfer specialist
    • [FCA CF] Client dealing (since 17 Feb 2025)
    • [FCA CF] Functions requiring qualifications (since 17 Feb 2025)
    • [FCA CF] Client dealing (1 Sep 2020 to 9 Jan 2024)
    • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 9 Jan 2024)
  • Quilter Financial Limited

    FRN 497604

    • 11. Pension transfer specialist
    • [FCA CF] Functions requiring qualifications (since 17 Feb 2025)
    • [FCA CF] Client dealing (since 17 Feb 2025)
    • [FCA CF] Client dealing (1 Sep 2020 to 9 Jan 2024)
    • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 9 Jan 2024)

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