Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Centurion Wealth Management Limited
FRN 509905
- 7. Giving personal recommendations on long-term care insurance contracts
- 21. Advising or arranging (bringing about) equity release transactions
- 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)
- SMF17 Money Laundering Reporting Officer (MLRO) (since 20 Feb 2024)
- SMF3 Executive Director (since 18 Jun 2021)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- [FCA CF] Client dealing (since 9 Dec 2019)
- CF30 Customer (2 Jan 2019 to 2 Dec 2024)
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- Employed By (11 Jan 2019 to 2 Dec 2024)
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- CF30 Customer (27 Feb 2017 to 11 Dec 2018)
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- CF30 Customer (20 Aug 2014 to 11 Dec 2018)
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- CF1 Director (AR) (22 Nov 2012 to 3 Jun 2014)
- CF30 Customer (5 Sep 2012 to 3 Jun 2014)
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- Employed By (5 Sep 2012 to 3 Jun 2014)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.