Daniel Halliday

Last updated
2 weeks ago
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Where they hold approval

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

  • TITAN WEALTH PLANNING LTD

    FRN 574458

    • 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)
    • [FCA CF] Functions requiring qualifications (since 1 Nov 2025)
    • [FCA CF] Client dealing (since 1 Nov 2025)
  • Prism Financial Advice Limited

    FRN 426165

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 11. Pension transfer specialist
    • [FCA CF] Client dealing (since 11 May 2023)
    • [FCA CF] Functions requiring qualifications (since 7 Mar 2022)

Recent activity

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

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