Alexandra Irvine

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.

  • KPW Investments LLP

    FRN 609061

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 11. Pension transfer specialist
    • [PRA CF] Key function holder (since 21 Mar 2023)
    • [FCA CF] Client dealing (since 1 Jun 2022)
    • [FCA CF] Functions requiring qualifications (since 1 Jun 2022)

Recent activity

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

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