Aaron Poltorak

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.

  • Argentis Wealth Management Ltd

    FRN 419331

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 9A. Advising on P2P agreements
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 20 Apr 2022)
    • [FCA CF] Client dealing (since 20 Apr 2022)
  • Argentis Financial Planning Ltd

    FRN 624277

    • 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
    • 9A. Advising on P2P agreements
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
  • Gallagher Risk & Reward Limited (no longer approved here)

    FRN 184711

    • CF30 Customer (5 Jul 2016 to 31 May 2019)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF30 Customer (7 Mar 2013 to 31 May 2016)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (4 Oct 2010 to 11 Nov 2012)
  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • CF30 Customer (3 Sep 2010 to 30 Sep 2010)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF30 Customer (21 Jan 2010 to 16 Sep 2010)
  • West Bromwich Financial Planning Ltd (no longer approved here)

    FRN 452555

    • Employed By (21 Jan 2010 to 30 Sep 2010)
  • West Bromwich Building Society (no longer approved here)

    FRN 104877

    • CF30 Customer (10 Jan 2008 to 31 Dec 2009)

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

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