Zoe Danielle Healey

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
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
    • CF30 Customer (since 4 Jun 2025)
  • QUILTER WEALTH LIMITED

    FRN 217742

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 17 Feb 2021)
    • CF30 Customer (since 8 Feb 2021)
  • Compass Financial (UK) Limited

    FRN 616200

    • Employed By (since 8 Feb 2021)
  • Reflect Financial Limited (no longer approved here)

    FRN 932095

    • (37)Employed By (20 Aug 2020 to 31 Dec 2020)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (29 Mar 2019 to 31 Dec 2020)
  • Willson Grange Wealth Management Limited (no longer approved here)

    FRN 811556

    • Employed By (29 Mar 2019 to 31 Dec 2020)

Recent activity

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

No changes recorded yet.