Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Everlong Wealth Limited
FRN 443209
- 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
- SMF3 Executive Director (since 22 Feb 2022)
- SMF17 Money Laundering Reporting Officer (MLRO) (since 22 Feb 2022)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- [FCA CF] Client dealing (since 9 Dec 2019)
- CF30 Customer (8 Aug 2018 to 8 Dec 2019)
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- CF30 Customer (5 May 2014 to 22 Jun 2018)
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- (3)Employed By (5 May 2014 to 22 Jun 2018)
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- (26)CF30 Customer (1 Jun 2011 to 31 Mar 2014)
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- CF24 Pension Transfer Specialist (21 Apr 2004 to 15 Jul 2005)
- CF21 Investment Adviser (19 Feb 2003 to 15 Jul 2005)
- CF22 Investment Adviser (Trainee) (13 Jan 2003 to 19 Feb 2003)
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- Employed By (1 Dec 2001 to 12 Mar 2003)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function added: (26)CF30 Customer at Frank Corrigan & Co. Limited