Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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George Square Financial Management Ltd
FRN 572966
- 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)
- Appointed representative dealing with clients for which they require qualification (since 4 Jul 2023)
- CF30 Customer (since 14 Apr 2023)
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Taylor McGill Financial Services Ltd
FRN 206446
- (1)Employed By (since 1 Sep 2015)
- (3)Employed By (28 Feb 2013 to 30 Aug 2015)
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- [FCA CF] Client dealing (9 Dec 2019 to 4 Jul 2023)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jul 2023)
- CF1 Director (AR) (1 Apr 2018 to 4 Jul 2023)
- CF30 Customer (1 Sep 2015 to 4 Jul 2023)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Taylor McGill Financial Services Ltd
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controlled function added: (3)Employed By at Taylor McGill Financial Services Ltd
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controlled function added: (1)Employed By at Taylor McGill Financial Services Ltd