Daniel Anthony George Moakes

• Active Financial Partners Limited

  FRN 301860

  • [FCA CF] Manager of certification employee (since 19 Sep 2025)
• Argentis Wealth Management Ltd

  FRN 419331

  • [FCA CF] Manager of certification employee (since 19 Sep 2025)
• Metis Wealth Ltd

  FRN 599292

  • [FCA CF] Manager of certification employee (since 19 Sep 2025)
• Argentis Financial Planning Ltd

  FRN 624277

  • [FCA CF] Manager of certification employee (since 19 Sep 2025)
• Rathbones Investment Management Limited (no longer approved here)

  FRN 116316

  • [FCA CF] Manager of certification employee (1 Jun 2020 to 2 Jun 2025)
• Coutts & Company (no longer approved here)

  FRN 122287

  • [FCA CF] Functions requiring qualifications (7 Mar 2016 to 15 May 2020)
  • CF30 Customer (10 Dec 2015 to 6 Mar 2016)
• Clydesdale Bank Plc (no longer approved here)

  FRN 121873

  • CF30 Customer (27 Sep 2010 to 27 Jul 2012)
• HSBC Bank Plc (no longer approved here)

  FRN 114216

  • CF30 Customer (1 Nov 2007 to 7 Dec 2007)
  • CF21 Investment Adviser (25 Sep 2002 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 25 Sep 2002)

No changes recorded yet.