Angus Scott Fontaine McCrum

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.

  • ValidPath Limited

    FRN 197107

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 24 Nov 2016)
    • CF30 Customer (since 1 Jul 2014)
  • Trinity Norfolk Limited

    FRN 763748

    • (1)Employed By (since 7 Nov 2016)
  • SWCO Financial Planning Limited (no longer approved here)

    FRN 585637

    • (2)Employed By (15 Jun 2015 to 23 Oct 2018)
  • Trinity WM Limited (no longer approved here)

    FRN 663639

    • (4)Employed By (19 Jan 2015 to 23 Oct 2018)
  • Trinity Wealth Management Limited (no longer approved here)

    FRN 206188

    • (9)Employed By (1 Jul 2014 to 22 Oct 2018)
  • S G Wealth Management Limited (no longer approved here)

    FRN 196001

    • CF30 Customer (1 Jul 2012 to 31 May 2013)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (16 Apr 2010 to 31 May 2012)

Recent activity

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

No changes recorded yet.