Athole McDonald Reid

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.

  • Interactive Wealth Management Limited

    FRN 556964

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 28 Jan 2020)
    • [FCA CF] Client dealing (since 28 Jan 2020)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF1 Director (8 Nov 2011 to 8 Dec 2019)
    • CF30 Customer (8 Nov 2011 to 8 Dec 2019)
    • Responsible for Insurance Mediation (8 Nov 2011 to 30 Sep 2018)
  • RAVENSTONE FINANCIAL MANAGEMENT LTD. (no longer approved here)

    FRN 207506

    • CF30 Customer (1 Nov 2007 to 1 Dec 2011)
    • CF1 Director (AR) (31 Oct 2004 to 31 Oct 2007)
    • CF1 Director (9 May 2002 to 1 Dec 2011)
    • CF21 Investment Adviser (9 May 2002 to 31 Oct 2007)
  • Ravenstone Mortgages Limited (no longer approved here)

    FRN 409154

    • (3)Employed By (31 Oct 2004 to 8 Dec 2019)

Recent activity

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

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