William James McGrory

Last updated
2 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 1 Dec 2025)
    • CF30 Customer (since 28 Nov 2025)
  • Quilter Financial Advisers Ltd

    FRN 452529

    • (93)Employed By (since 28 Nov 2025)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • [FCA CF] Functions requiring qualifications (29 Nov 2024 to 4 Nov 2025)
    • [FCA CF] Client dealing (29 Nov 2024 to 4 Nov 2025)
    • Appointed representative dealing with clients for which they require qualification (3 Jan 2024 to 29 Nov 2024)
    • CF30 Customer (2 Dec 2023 to 4 Nov 2025)
  • Priory Financial Planning Ltd (no longer approved here)

    FRN 224274

    • (6)Employed By (16 Jan 2024 to 4 Nov 2025)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (14 Nov 2022 to 16 Jan 2024)
    • CF30 Customer (10 Nov 2022 to 16 Jan 2024)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Sep 2022)
    • CF30 Customer (7 Nov 2013 to 7 Nov 2013)
  • Jigsaw Financial Associates Limited (no longer approved here)

    FRN 519787

    • (14)Employed By (12 Oct 2015 to 13 Sep 2022)
  • The Mortgage Shop (NI) Ltd (no longer approved here)

    FRN 201108

    • (9)Employed By (12 Jan 2012 to 14 Dec 2012)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF30 Customer (16 Feb 2010 to 29 Oct 2011)

Recent activity

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

  1. controlled function removed: Employed By at Priory Financial Planning Ltd

  2. controlled function added: (6)Employed By at Priory Financial Planning Ltd

  3. controlled function added: (9)Employed By at The Mortgage Shop (NI) Ltd