Amy Louise MacKinnon

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Clifton Wealth Partnership Ltd

    FRN 541273

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Functions requiring qualifications (since 31 Mar 2026)
    • [FCA CF] Client dealing (since 31 Mar 2026)
  • MENZIES WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 486548

    • [FCA CF] Functions requiring qualifications (1 Jul 2024 to 30 Jan 2026)
    • [FCA CF] Client dealing (1 Jul 2024 to 30 Jan 2026)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • [FCA CF] Client dealing (24 Mar 2022 to 14 Jun 2024)
    • Appointed representative dealing with clients for which they require qualification (24 Mar 2022 to 14 Jun 2024)
    • CF30 Customer (22 Mar 2022 to 14 Jun 2024)
  • Benchmark Financial Planning Limited (no longer approved here)

    FRN 227247

    • Employed By (22 Mar 2022 to 14 Jun 2024)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Client dealing (11 May 2020 to 10 Mar 2022)
    • [FCA CF] Functions requiring qualifications (11 May 2020 to 10 Mar 2022)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Functions requiring qualifications (11 May 2020 to 10 Mar 2022)
    • [FCA CF] Client dealing (11 May 2020 to 10 Mar 2022)
  • Gerald Pepper Financial Management Limited (no longer approved here)

    FRN 195615

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Feb 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 14 Feb 2020)
    • CF30 Customer (1 Jun 2019 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.