Amanda Beacon

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.

  • CULVER FINANCIAL MANAGEMENT LIMITED

    FRN 114852

    • 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] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Jun 2024)
    • CF30 Customer (5 Sep 2011 to 9 Jan 2025)
  • LEABOLD FINANCIAL MANAGEMENT LIMITED (no longer approved here)

    FRN 402291

    • CF30 Customer (1 Nov 2007 to 30 Aug 2011)
    • CF21 Investment Adviser (11 Dec 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (5 Jul 2005 to 11 Dec 2006)

Recent activity

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

No changes recorded yet.