Anthony Paul Linnane

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.

  • Mercer Limited

    FRN 121935

    • 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] Client dealing (since 3 Jun 2024)
    • [FCA CF] Functions requiring qualifications (since 3 Jun 2024)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • Appointed representative dealing with clients for which they require qualification (1 Jun 2023 to 24 May 2024)
    • CF30 Customer (31 May 2023 to 24 May 2024)
    • [FCA CF] Functions requiring qualifications (20 Sep 2021 to 24 May 2024)
    • [FCA CF] Client dealing (20 Sep 2021 to 24 May 2024)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • CF30 Customer (17 May 2017 to 28 May 2019)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (7 Apr 2017 to 28 May 2019)
  • Attivo Financial Planning Limited (no longer approved here)

    FRN 451967

    • Employed By (17 Apr 2015 to 8 Dec 2016)
  • Attivo Financial Services Limited (no longer approved here)

    FRN 462105

    • CF30 Customer (7 Apr 2015 to 8 Dec 2016)
  • SP Financial Management Limited (no longer approved here)

    FRN 171137

    • CF30 Customer (18 Feb 2013 to 30 Mar 2015)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (7 Oct 2010 to 11 Nov 2012)

Recent activity

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

No changes recorded yet.