Andrew James Coles

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.

  • Isio Wealth Planning Limited

    FRN 460880

    • Responsible for Insurance Distribution (since 14 Sep 2023)
    • SMF3 Executive Director (since 1 Sep 2022)
  • ISIO Services Limited

    FRN 922376

    • SMF3 Executive Director (since 20 Aug 2020)
    • Responsible for Insurance Distribution (20 Aug 2020 to 14 Sep 2022)
    • SMF1 Chief Executive (20 Aug 2020 to 14 Sep 2022)
  • Isio Investment Solutions Limited (no longer approved here)

    FRN 196669

    • SMF3 Executive Director (14 Jul 2023 to 28 May 2025)
  • KPMG LLP (no longer approved here)

    FRN 210513

    • CF3 Chief Executive (AR) (17 Feb 2020 to 26 Oct 2020)
    • SMF27 Partner (9 Dec 2019 to 5 Mar 2020)
    • CF4 Partner (8 Apr 2016 to 8 Dec 2019)
    • CF30 Customer (1 Nov 2007 to 23 May 2011)
    • CF21 Investment Adviser (30 Apr 2002 to 31 Oct 2007)

Recent activity

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

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