Callum Ogden

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.

  • HW Financial Services Limited

    FRN 134190

    • 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] Manager of certification employee (since 21 Aug 2024)
    • [FCA CF] Client dealing (since 9 Aug 2023)
    • [FCA CF] Functions requiring qualifications (since 9 Aug 2023)
  • Evelyn Partners Financial Planning Limited

    FRN 136414

    • 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] Manager of certification employee (since 21 Aug 2024)
    • [FCA CF] Client dealing (since 9 Aug 2023)
    • [FCA CF] Functions requiring qualifications (since 9 Aug 2023)
  • Scottish Widows Schroder Personal Wealth Limited (no longer approved here)

    FRN 830170

    • [FCA CF] Client dealing (13 May 2022 to 6 Jul 2023)
    • [FCA CF] Functions requiring qualifications (13 May 2022 to 6 Jul 2023)
  • Simpson Financial Services Ltd (no longer approved here)

    FRN 472031

    • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 26 Feb 2022)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • CF30 Customer (20 May 2019 to 4 Nov 2020)
  • OCM WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 418826

    • CF30 Customer (2 Nov 2018 to 18 Mar 2019)

Recent activity

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

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