Daniel Robert Coburn

Last updated
6 days ago
Watch for changes

Where they hold approval

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

  • Finli (G&P) Ltd

    FRN 142752

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 9 Apr 2024)
    • [FCA CF] Functions requiring qualifications (since 9 Apr 2024)
    • CF30 Customer (since 30 Jan 2019)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Apr 2024)
  • Finli (GPHerts) Ltd

    FRN 615821

    • (3)Employed By (since 26 Mar 2019)
    • (7)Employed By (26 Feb 2014 to 21 Feb 2019)
  • Wealthwise Financial Solutions Ltd (no longer approved here)

    FRN 937742

    • Responsible for Insurance Distribution (1 Mar 2021 to 29 Apr 2021)
    • SMF17 Money Laundering Reporting Officer (MLRO) (1 Mar 2021 to 29 Apr 2021)
    • SMF3 Executive Director (1 Mar 2021 to 29 Apr 2021)
    • [FCA CF] Client dealing (16 Dec 2020 to 29 Apr 2021)
    • [FCA CF] Functions requiring qualifications (16 Dec 2020 to 29 Apr 2021)
  • Vintage Wealth Management Limited (no longer approved here)

    FRN 593380

    • CF30 Customer (26 Feb 2014 to 21 Feb 2019)

Recent activity

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

  1. controlled function removed: Employed By at Finli (GPHerts) Ltd

  2. controlled function added: (7)Employed By at Finli (GPHerts) Ltd

  3. controlled function added: (3)Employed By at Finli (GPHerts) Ltd