David Andrew Mansell

Last updated
2 weeks ago
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Where they hold approval

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

  • Fairstone Wealth Management Limited

    FRN 188596

    • 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 14 May 2021)
    • [FCA CF] Client dealing (since 14 May 2021)
  • Fairstone Financial Management Limited (no longer approved here)

    FRN 475973

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 22 Jul 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 22 Jul 2021)
    • CF30 Customer (29 Aug 2017 to 8 Dec 2019)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (22 Dec 2016 to 8 Aug 2017)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (179)Employed By (22 Dec 2016 to 8 Aug 2017)
  • TrinityBridge Limited (no longer approved here)

    FRN 119329

    • CF30 Customer (13 Mar 2012 to 30 Jun 2012)
  • New Vision Wealth Strategies Limited (no longer approved here)

    FRN 470102

    • CF30 Customer (19 Jan 2011 to 2 Mar 2012)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 27 Nov 2009)
    • CF21 Investment Adviser (1 Dec 2001 to 7 Aug 2002)

Recent activity

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

No changes recorded yet.