Anthony O'Toole

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Phare Wealth Ltd

    FRN 954305

    • (2)Employed By (since 3 Aug 2021)
  • Best Practice IFA Group Limited

    FRN 223112

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 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)
    • 9A. Advising on P2P agreements
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 3 Dec 2019)
    • CF30 Customer (since 3 Dec 2019)
  • Ablestoke Financial Planning LLP (no longer approved here)

    FRN 574544

    • (9)Employed By (21 Mar 2012 to 9 Aug 2019)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (5 Feb 2010 to 9 Aug 2019)
    • CF22 Investment Adviser (Trainee) (15 May 2007 to 31 Oct 2007)
  • Ablestoke Ltd (no longer approved here)

    FRN 493976

    • Employed By (5 Feb 2010 to 9 Aug 2019)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF22 Investment Adviser (Trainee) (18 Oct 2005 to 17 Jan 2006)

Recent activity

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

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