David Allen Taylor

Last updated
1 week ago
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Where they hold approval

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

  • Best Practice IFA Group Limited

    FRN 223112

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 9A. Advising on P2P agreements
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 31 Aug 2021)
    • Appointed representative dealing with clients for which they require qualification (since 31 Aug 2021)
    • CF30 Customer (since 25 Aug 2021)
  • Accumulate Wealth Management Group Limited

    FRN 572426

    • (4)Employed By (since 25 Aug 2021)
  • Scottish Widows Schroder Personal Wealth Limited (no longer approved here)

    FRN 830170

    • [FCA CF] Functions requiring qualifications (10 Jun 2020 to 7 Feb 2021)
    • [FCA CF] Client dealing (10 Jun 2020 to 7 Feb 2021)
    • CF30 Customer (28 Oct 2019 to 8 Dec 2019)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (23 Feb 2016 to 2 Sep 2019)
  • David Taylor (no longer approved here)

    FRN 737292

    • Employed By (23 Feb 2016 to 2 Sep 2019)
  • Hargreaves Lansdown Advisory Services Limited (no longer approved here)

    FRN 189627

    • CF30 Customer (23 Sep 2013 to 21 Aug 2015)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (6 Mar 2012 to 20 Sep 2013)
  • ABERDEEN PLATFORM LIMITED (no longer approved here)

    FRN 188796

    • CF21 Investment Adviser (7 Feb 2005 to 1 Jan 2006)
    • CF22 Investment Adviser (Trainee) (25 Feb 2003 to 25 Feb 2003)
  • HBOS Investment Fund Managers Limited (no longer approved here)

    FRN 119223

    • CF21 Investment Adviser (1 Dec 2001 to 13 Jan 2003)

Recent activity

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

  1. controlled function removed: Employed By at Accumulate Wealth Management Group Limited

  2. controlled function added: (4)Employed By at Accumulate Wealth Management Group Limited