Daniel Healey

• Perennial Financial Management Limited

  FRN 402393

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF30 Customer (since 4 May 2020)
  • CF1 Director (AR) (since 4 May 2020)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
• Dunham Wealth Ltd

  FRN 923371

  • (3)Employed By (since 4 May 2020)
• St. James's Place Wealth Management Plc

  FRN 195351

  • CF1 Director (AR) (since 17 Sep 2019)
• Capstone Financial Management Ltd

  FRN 630674

  • Employed By (since 17 Sep 2019)
• Quilter Financial Planning Solutions Limited (no longer approved here)

  FRN 184591

  • CF30 Customer (1 Nov 2007 to 30 Jan 2012)
  • CF21 Investment Adviser (30 Mar 2005 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (22 Nov 2004 to 30 Mar 2005)
• Lighthouse Advisory Services Limited (no longer approved here)

  FRN 195199

  • CF21 Investment Adviser (1 Dec 2001 to 31 Mar 2005)
  • CF1 Director (AR) (1 Dec 2001 to 31 Mar 2005)
• MD Financial Ltd (no longer approved here)

  FRN 200713

  • (1)Employed By (25 Jan 2000 to 31 Mar 2005)

No changes recorded yet.