Daniel Marchant

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • FRANCIS CLARK FINANCIAL PLANNING LIMITED

    FRN 433591

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 4 Sep 2023)
    • [FCA CF] Client dealing (since 4 Sep 2023)
  • ASCOT LLOYD FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 144519

    • [FCA CF] Functions requiring qualifications (25 Sep 2020 to 25 Aug 2023)
    • [FCA CF] Client dealing (25 Sep 2020 to 25 Aug 2023)
    • CF30 Customer (30 Nov 2019 to 8 Dec 2019)
  • Grant Thornton UK LLP (no longer approved here)

    FRN 231791

    • CF30 Customer (20 Sep 2017 to 29 Nov 2019)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (5 Sep 2014 to 18 Aug 2017)
  • Beals Mortgage and Financial Services Limited (no longer approved here)

    FRN 471442

    • Employed By (5 Sep 2014 to 18 Aug 2017)
  • Beals Wealth Management Ltd (no longer approved here)

    FRN 565960

    • Employed By (12 Oct 2011 to 6 Jan 2015)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (12 May 2011 to 6 Jan 2015)

Recent activity

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

No changes recorded yet.