Adam David Reeves

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • Money Matters (South East) Limited

    FRN 400129

    • (2)Employed By (since 24 Jun 2024)
    • (3)Employed By (23 Apr 2004 to 15 Feb 2005)
  • PFM Associates Limited

    FRN 213724

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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)
    • [FCA CF] Client dealing (since 30 Jan 2024)
    • Appointed representative dealing with clients for which they require qualification (since 30 Jan 2024)
    • CF30 Customer (since 15 Jan 2024)
    • CF1 Director (AR) (since 15 Jan 2024)
    • [FCA CF] Functions requiring qualifications (30 Jan 2024 to 18 Jun 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 27 Jan 2024)
    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 27 Jan 2024)
    • CF30 Customer (1 Nov 2007 to 27 Jan 2024)
    • CF22 Investment Adviser (Trainee) (15 Jan 2007 to 24 Aug 2007)
    • CF21 Investment Adviser (23 Apr 2004 to 15 Feb 2005)
    • CF1 Director (AR) (23 Apr 2004 to 15 Feb 2005)
  • Sussex Independent Financial Advisers Limited (no longer approved here)

    FRN 207490

    • CF30 Customer (20 May 2008 to 6 Jun 2008)

Recent activity

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

No changes recorded yet.