Daniel Geoffrey William Boardman-Weston

Last updated
3 weeks ago
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Where they hold approval

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

  • BRI Wealth Management PLC

    FRN 122499

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • SMF1 Chief Executive (since 1 Apr 2022)
    • SMF3 Executive Director (since 22 Apr 2020)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • CF30 Customer (9 Feb 2015 to 28 Jul 2017)

Recent activity

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

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