Andrew James Milligan

Last updated
3 weeks ago
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Where they hold approval

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

  • Forvis Mazars Financial Planning Limited

    FRN 182644

    • 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] Manager of certification employee (since 2 Jul 2025)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (12 Jan 2017 to 8 Dec 2019)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • CF30 Customer (4 Aug 2016 to 13 Dec 2016)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (6 Jan 2016 to 9 Dec 2016)
  • Grant Thornton UK LLP (no longer approved here)

    FRN 231791

    • CF30 Customer (3 Feb 2014 to 18 Dec 2015)

Recent activity

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

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