Andrew Daniel Hollyfield

Last updated
1 week ago
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Where they hold approval

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

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 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 12 Sep 2024)
    • CF30 Customer (since 4 Sep 2024)
    • [FCA CF] Client dealing (15 Aug 2024 to 12 Sep 2024)
    • [FCA CF] Functions requiring qualifications (15 Aug 2024 to 12 Sep 2024)
  • One Financial Solutions Ltd

    FRN 607130

    • (12)Employed By (since 4 Sep 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (29 Oct 2020 to 13 Jun 2024)
    • CF30 Customer (15 Oct 2020 to 13 Jun 2024)
  • Trowlock Wealth Management LLP (no longer approved here)

    FRN 597650

    • (9)Employed By (15 Oct 2020 to 13 Jun 2024)
  • Scottish Widows Schroder Personal Wealth Limited (no longer approved here)

    FRN 830170

    • [FCA CF] Functions requiring qualifications (21 May 2020 to 1 Oct 2020)
    • [FCA CF] Client dealing (21 May 2020 to 1 Oct 2020)
    • CF30 Customer (3 Jun 2019 to 8 Dec 2019)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (4 Dec 2014 to 6 Mar 2016)

Recent activity

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

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