Alison Jayne Morales Ojeda

Last updated
2 days ago
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Where they hold approval

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

  • Lyncombe Consultants Limited

    FRN 618025

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 7 Apr 2022)
    • CF30 Customer (since 29 Mar 2022)
    • [FCA CF] Client dealing (since 2 Mar 2022)
    • [FCA CF] Functions requiring qualifications (2 Mar 2022 to 7 Apr 2022)
  • Purity Financial Services Limited

    FRN 842066

    • (4)Employed By (since 29 Mar 2022)
  • B INDEPENDENT FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 495727

    • [FCA CF] Functions requiring qualifications (5 Nov 2020 to 28 Feb 2022)
    • [FCA CF] Client dealing (5 Nov 2020 to 28 Feb 2022)
    • CF30 Customer (17 May 2012 to 8 Dec 2019)
  • C V Firminger & Co Ltd (no longer approved here)

    FRN 435591

    • Employed By (3 Oct 2008 to 14 Jun 2012)
  • HOLYOAKES GROUP LIMITED (no longer approved here)

    FRN 426166

    • CF30 Customer (1 Oct 2008 to 14 Jun 2012)

Recent activity

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

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