Daniel Joseph Edmund

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.

  • Pi Financial Ltd

    FRN 186419

    • 9A. Advising on P2P agreements
    • 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 20 Jan 2026)
    • [FCA CF] Functions requiring qualifications (since 20 Jan 2026)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • [FCA CF] Client dealing (19 Mar 2025 to 12 Jan 2026)
    • [FCA CF] Functions requiring qualifications (19 Mar 2025 to 12 Jan 2026)
  • CITY FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 440633

    • [FCA CF] Client dealing (17 Jun 2021 to 30 Jan 2025)
    • [FCA CF] Functions requiring qualifications (17 Jun 2021 to 30 Jan 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (13 Dec 2018 to 21 Feb 2020)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (386)Employed By (13 Dec 2018 to 21 Feb 2020)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (10 May 2018 to 26 Oct 2018)
  • Total Financial Wealth Management LLP (no longer approved here)

    FRN 487154

    • Employed By (10 May 2018 to 26 Oct 2018)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF22 Investment Adviser (Trainee) (29 Oct 2003 to 18 Feb 2005)

Recent activity

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

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