William Allan Cassley

Last updated
3 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 (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 23 Feb 2012)
    • CF21 Investment Adviser (23 Aug 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (20 Jun 2006 to 23 Aug 2006)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (8 Jan 2003 to 31 Oct 2004)
    • CF22 Investment Adviser (Trainee) (29 Aug 2002 to 8 Jan 2003)
    • CF7 Sole Trader (AR) (29 Aug 2002 to 31 Oct 2004)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (8 Jan 2003 to 11 Jul 2006)
    • CF22 Investment Adviser (Trainee) (29 Aug 2002 to 8 Jan 2003)
    • CF7 Sole Trader (AR) (29 Aug 2002 to 14 Nov 2005)
  • William Allan Financial Services (no longer approved here)

    FRN 218003

    • Employed By (29 Aug 2002 to 11 Jul 2006)

Recent activity

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

No changes recorded yet.