Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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CB FINANCIAL ADVISERS LLP
FRN 489484
- 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)
- CF30 Customer (since 17 Apr 2025)
- [FCA CF] Client dealing (since 8 May 2024)
- [FCA CF] Functions requiring qualifications (since 2 Jan 2024)
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Coole Bevis Wealth Management Ltd
FRN 515456
- Employed By (since 17 Apr 2025)
Recent activity
Updates to this individual's record on the FCA register.
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