Brian Lee Boland

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • McKenzie Financial Services Ltd

    FRN 455688

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 3 Feb 2025)
  • ORACLE FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 493035

    • (16)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Apr 2025)
    • (15)CF30 Customer (19 Jan 2012 to 2 Feb 2015)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (8 Mar 2004 to 11 Mar 2005)
    • CF22 Investment Adviser (Trainee) (4 Sep 2003 to 8 Mar 2004)

Recent activity

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

  1. controlled function added: (15)CF30 Customer at ORACLE FINANCIAL PLANNING LIMITED

  2. controlled function added: (16)[FCA CF] Functions requiring qualifications at ORACLE FINANCIAL PLANNING LIMITED