Veronica Grace Trotter

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 19 Jan 2019)
  • Quilter Financial Advisers Ltd

    FRN 452529

    • (365)Employed By (since 19 Jan 2019)
  • Quilter Private Client Advisers Limited (no longer approved here)

    FRN 227836

    • (227)Employed By (1 Apr 2020 to 15 Nov 2022)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF30 Customer (1 Nov 2007 to 7 Jan 2019)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Wesleyan Assurance Society (no longer approved here)

    FRN 110873

    • CF21 Investment Adviser (1 Dec 2001 to 14 Jan 2005)
  • Wesleyan Unit Trust Managers Limited (no longer approved here)

    FRN 175798

    • CF21 Investment Adviser (1 Dec 2001 to 14 Jan 2005)

Recent activity

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

No changes recorded yet.