Alexander Ronald Bolton

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Azets Wealth Management Limited

    FRN 449016

    • 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] Functions requiring qualifications (since 3 Apr 2023)
    • [FCA CF] Client dealing (since 3 Apr 2023)
  • Integrity Wealth Solutions Limited (no longer approved here)

    FRN 599257

    • [FCA CF] Functions requiring qualifications (1 Jan 2021 to 31 Mar 2023)
    • [FCA CF] Client dealing (1 Jan 2021 to 31 Mar 2023)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF30 Customer (18 Oct 2019 to 21 Dec 2020)
  • Create Financial Management LLP (no longer approved here)

    FRN 229237

    • Employed By (18 Oct 2019 to 21 Dec 2020)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (23 Jun 2017 to 7 Oct 2019)
  • Castlegate Financial Management Limited (no longer approved here)

    FRN 169777

    • CF30 Customer (10 Jul 2013 to 12 Jun 2017)

Recent activity

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

No changes recorded yet.