Yvonne Ingrid Schrader

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.

  • PERSPECTIVE (SOUTH EAST) LIMITED

    FRN 178690

    • 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
    • [FCA CF] Functions requiring qualifications (since 1 Apr 2026)
    • [FCA CF] Client dealing (since 1 Apr 2026)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (2 Jul 2021 to 26 Sep 2022)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (350)Employed By (2 Jul 2021 to 26 Sep 2022)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (20 Aug 2020 to 26 Sep 2022)

Recent activity

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

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