Alan Goulding

Last updated
3 weeks ago
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Where they hold approval

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

  • Investacc Limited

    FRN 154918

    • 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
    • [FCA CF] Functions requiring qualifications (since 27 Aug 2021)
    • Appointed representative dealing with clients for which they require qualification (since 27 Aug 2021)
    • CF1 Director (AR) (1 Jul 2025 to 5 Feb 2026)
    • CF30 Customer (1 Nov 2007 to 5 Feb 2026)
    • CF21 Investment Adviser (16 Jan 2002 to 31 Oct 2007)
  • Myers Clark Financial Services Ltd (no longer approved here)

    FRN 208650

    • (1)Employed By (16 Jan 2002 to 2 Jan 2007)

Recent activity

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

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