Andrew McErlean

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.

  • Fairstone Financial Management Limited

    FRN 475973

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 21 Jun 2022)
    • [FCA CF] Functions requiring qualifications (since 21 Jun 2022)
  • PK Financial Planning LLP (no longer approved here)

    FRN 223145

    • CF30 Customer (17 Dec 2015 to 13 Jul 2017)
  • Eight Four Two Limited (no longer approved here)

    FRN 605566

    • CF30 Customer (27 Jul 2015 to 17 Sep 2015)

Recent activity

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

No changes recorded yet.