Anna Marie Gidman

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.

  • Corbel Partners Limited

    FRN 429142

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 3 Jun 2024)
    • CF1 Director (AR) (since 3 Jun 2024)
    • CF30 Customer (since 3 Jun 2024)
    • [FCA CF] Functions requiring qualifications (since 24 May 2024)
    • [FCA CF] Client dealing (since 24 May 2024)
  • ANNA GIDMAN WEALTH LTD

    FRN 1012497

    • (1)Employed By (since 3 Jun 2024)
  • William Highbourne Wealth Management Limited (no longer approved here)

    FRN 917125

    • [FCA CF] Client dealing (1 Jul 2020 to 12 May 2024)
    • [FCA CF] Functions requiring qualifications (1 Jul 2020 to 12 May 2024)
  • RAYMOND JAMES INVESTMENT SERVICES LIMITED (no longer approved here)

    FRN 194713

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 May 2021)
    • CF30 Customer (7 Jun 2013 to 8 Dec 2019)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 11 Nov 2012)
    • CF21 Investment Adviser (1 Dec 2001 to 14 Jun 2004)

Recent activity

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

No changes recorded yet.