Vincent Bartley

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
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 16 Feb 2023)
    • CF1 Director (AR) (since 25 Jul 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF22 Investment Adviser (Trainee) (3 Oct 2007 to 31 Oct 2007)
  • Quilter Mortgage Planning Limited

    FRN 440718

    • CF1 Director (AR) (since 25 Jul 2019)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
  • Easy Financial South West Ltd

    FRN 846034

    • (2)Employed By (since 24 Jul 2019)
  • Blueprint Financial Solutions Ltd (no longer approved here)

    FRN 409853

    • Employed By (17 Dec 2009 to 20 Oct 2020)
  • Primary Insurance & Finance Services (no longer approved here)

    FRN 157967

    • (7)Employed By (24 Oct 2006 to 17 Dec 2009)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF22 Investment Adviser (Trainee) (16 May 2005 to 19 Sep 2005)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (1 Dec 2001 to 15 Apr 2005)

Recent activity

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

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