Adrian Stuart Taylor

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.

  • THE TAYLORMADE FINANCIAL MANAGEMENT PARTNERSHIP LLP

    FRN 479780

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 14 Nov 2023)
    • [FCA CF] Functions requiring qualifications (since 14 Nov 2023)
    • SMF27 Partner (since 9 Dec 2019)
    • CF4 Partner (1 May 2008 to 8 Dec 2019)
  • Taylormade Financial Planning LLP (no longer approved here)

    FRN 535867

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 9 Oct 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 9 Oct 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Oct 2023)
    • CF30 Customer (20 Mar 2013 to 8 Dec 2019)
  • Taylormade Financial Solutions Ltd (no longer approved here)

    FRN 200332

    • (4)Employed By (1 Nov 2000 to 30 Dec 2012)

Recent activity

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

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