Alexander Tolani

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.

  • Benchmark Financial Planning Limited

    FRN 227247

    • Employed By (since 27 May 2025)
    • Employed By (13 Jul 2020 to 2 Apr 2025)
  • Best Practice IFA Group Limited

    FRN 223112

    • 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)
    • 9A. Advising on P2P agreements
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • CF30 Customer (since 13 Jul 2020)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Atherton & Associates Wealth Management Ltd (no longer approved here)

    FRN 922040

    • Employed By (5 Mar 2020 to 26 Jun 2020)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (30 Sep 2017 to 26 Jun 2020)
  • Atherton & Associates Wealth Management Ltd (no longer approved here)

    FRN 481858

    • Employed By (30 Sep 2017 to 26 Jun 2020)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • CF30 Customer (2 Oct 2013 to 10 Jun 2016)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (20 Aug 2012 to 30 Sep 2013)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (7 Jul 2010 to 31 Jul 2012)

Recent activity

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

No changes recorded yet.