Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
BeaconIFA Limited
FRN 566890
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 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)
- 7. Giving personal recommendations on long-term care insurance contracts
- [FCA CF] Client dealing (since 16 Dec 2022)
- [FCA CF] Functions requiring qualifications (since 16 Dec 2022)
- CF30 Customer (14 Jan 2021 to 26 Jan 2023)
- Appointed representative dealing with clients for which they require qualification (4 Dec 2020 to 26 Jan 2023)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.