Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Corbel Partners Limited
FRN 429142
- 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
- 7. Giving personal recommendations on long-term care insurance contracts
- [FCA CF] Functions requiring qualifications (since 16 Jan 2026)
- Appointed representative dealing with clients for which they require qualification (since 16 Jan 2026)
- [FCA CF] Client dealing (since 16 Jan 2026)
- CF1 Director (AR) (since 20 Nov 2025)
- CF30 Customer (since 20 Nov 2025)
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Coghlan Financial Planning Ltd
FRN 1044657
- Employed By (since 20 Nov 2025)
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- [FCA CF] Manager of certification employee (6 Dec 2023 to 9 Dec 2025)
- SMF3 Executive Director (23 May 2021 to 9 Dec 2025)
- [FCA CF] Client dealing (9 Dec 2020 to 9 Dec 2025)
- [FCA CF] Functions requiring qualifications (9 Dec 2020 to 9 Dec 2025)
- CF30 Customer (6 Jan 2016 to 8 Dec 2019)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.