Cheryl Victoria Marshall

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.

  • CG Wealth Planning Limited

    FRN 594155

    • 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 15 Jul 2024)
    • [FCA CF] Client dealing (since 1 Apr 2023)
    • [FCA CF] Functions requiring qualifications (since 1 Apr 2023)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (21 Dec 2012 to 23 Sep 2015)
  • Reeves Financial Services Limited (no longer approved here)

    FRN 187607

    • CF30 Customer (4 Sep 2008 to 22 May 2009)

Recent activity

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

No changes recorded yet.