Benjamin Daniels

Last updated
1 week ago
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Where they hold approval

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

  • M&G ADVICE PARTNERS LIMITED

    FRN 584256

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 1 May 2021)
    • CF1 Director (AR) (since 4 Mar 2021)
    • CF30 Customer (since 4 Mar 2021)
    • [FCA CF] Functions requiring qualifications (21 Jul 2020 to 30 Apr 2021)
    • [FCA CF] Client dealing (21 Jul 2020 to 30 Apr 2021)
    • CF30 Customer (9 Nov 2015 to 8 Dec 2019)
  • DCLF Wealth Management Limited

    FRN 939817

    • Employed By (since 4 Mar 2021)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF21 Investment Adviser (28 Aug 2007 to 25 Oct 2007)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (16 Jun 2005 to 11 Aug 2005)
    • CF22 Investment Adviser (Trainee) (19 Jun 2003 to 16 Jun 2005)

Recent activity

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

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