Christopher John Milsom

Last updated
5 days ago
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Where they hold approval

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

  • Kinetic Private Investments Limited

    FRN 954553

    • 14. Managing investments
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 17. Administrative functions in relation to managing investments
    • 9A. Advising on P2P agreements
    • 8. Giving personal recommendations on investments in the course of corporate finance business
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 10. Broker fund adviser
    • SMF3 Executive Director (since 27 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 19 Jun 2023)
    • [FCA CF] Client dealing (since 12 Jun 2023)
  • Cornerstone Finance Group Ltd

    FRN 767202

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 22 May 2024)
  • Lowes Financial Management Limited (no longer approved here)

    FRN 114650

    • [FCA CF] Client dealing (9 Dec 2019 to 9 Jun 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Jun 2023)
    • CF30 Customer (1 Jun 2011 to 25 Dec 2013)
  • Regency Wealth Ltd (no longer approved here)

    FRN 578309

    • (27)Employed By (11 Sep 2018 to 13 Mar 2019)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (29 Apr 2016 to 13 Mar 2019)
  • Origen Financial Services Limited (no longer approved here)

    FRN 192666

    • CF30 Customer (16 Jan 2014 to 13 May 2016)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF30 Customer (1 Nov 2007 to 14 Oct 2008)
    • CF22 Investment Adviser (Trainee) (18 Jul 2007 to 31 Oct 2007)

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

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