Angela Marson

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.

  • Beyond Advice Group Ltd

    FRN 830162

    • 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] Functions requiring qualifications (since 2 Dec 2024)
    • [FCA CF] Client dealing (since 2 Dec 2024)
  • Fairstone Wealth Management Limited (no longer approved here)

    FRN 188596

    • [FCA CF] Functions requiring qualifications (14 May 2021 to 30 Nov 2024)
    • [FCA CF] Client dealing (14 May 2021 to 30 Nov 2024)
    • CF1 Director (20 Sep 2016 to 8 Dec 2019)
  • Fairstone Financial Management Limited (no longer approved here)

    FRN 475973

    • [FCA CF] Client dealing (9 Dec 2019 to 15 Jul 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Jul 2021)
    • CF1 Director (20 Sep 2016 to 8 Dec 2019)
    • CF30 Customer (6 Sep 2012 to 8 Dec 2019)
  • INFORMED CHOICE LIMITED (no longer approved here)

    FRN 171077

    • CF30 Customer (6 Jan 2010 to 10 Sep 2012)
  • Taylor Withers & Company (no longer approved here)

    FRN 142521

    • CF11 Money Laundering Reporting (1 Dec 2001 to 26 Jun 2004)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 26 Jun 2004)
    • CF21 Investment Adviser (1 Dec 2001 to 26 Jun 2004)
    • CF4 Partner (1 Dec 2001 to 26 Jun 2004)
    • CF10 Compliance Oversight (1 Dec 2001 to 26 Jun 2004)

Recent activity

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

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