Angela Jacqueline Lloyd-Read

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.

  • Tanager Wealth Management LLP

    FRN 610237

    • 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)
    • 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 28 Aug 2024)
    • [FCA CF] Client dealing (since 28 Aug 2024)
  • 7IM Investment and Retirement Solutions Limited (no longer approved here)

    FRN 787394

    • [FCA CF] Functions requiring qualifications (4 Oct 2021 to 26 Jul 2022)
  • Connor Broadley Ltd (no longer approved here)

    FRN 468321

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2021)
    • CF30 Customer (2 Oct 2019 to 8 Dec 2019)
  • Rosemount Independent Financial Advisers Limited (no longer approved here)

    FRN 540034

    • CF30 Customer (5 Jul 2016 to 27 Jul 2018)

Recent activity

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

No changes recorded yet.