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.

  • Atomos Financial Planning Limited (no longer approved here)

    FRN 193503

    • CF30 Customer (18 Jun 2010 to 15 Jul 2011)
  • Keith Montgomery Associates Limited (no longer approved here)

    FRN 136684

    • Responsible for Insurance Mediation (14 Jan 2005 to 13 May 2005)
    • CF21 Investment Adviser (1 Dec 2001 to 13 May 2005)
    • CF1 Director (1 Dec 2001 to 13 May 2005)
    • CF27 Investment Management (1 Dec 2001 to 13 May 2005)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 13 May 2005)
    • CF11 Money Laundering Reporting (1 Dec 2001 to 13 May 2005)

Recent activity

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

No changes recorded yet.