Danielle Simone Taylor

Last updated
6 days ago
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Where they hold approval

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

  • Midas Portal Limited

    FRN 917942

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 22 Oct 2025)
    • [FCA CF] Client dealing (since 22 Oct 2025)
    • Appointed representative dealing with clients for which they require qualification (since 22 Oct 2025)
    • CF30 Customer (since 2 Feb 2021)
  • Woburn Street Financial Planning Ltd

    FRN 942386

    • Employed By (since 2 Feb 2021)
  • Caliber Financial Associates Limited (no longer approved here)

    FRN 211875

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Apr 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 30 Apr 2021)
    • CF30 Customer (5 Nov 2015 to 30 Apr 2021)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF30 Customer (25 Apr 2008 to 2 Sep 2008)
  • Ayot Mead Ltd (no longer approved here)

    FRN 454032

    • Employed By (25 Apr 2008 to 2 Sep 2008)
  • IWP Investment Management Limited (no longer approved here)

    FRN 114563

    • CF30 Customer (1 Nov 2007 to 22 Dec 2012)
    • CF21 Investment Adviser (20 Sep 2006 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.