David Ashley Reed

Last updated
2 days ago
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Where they hold approval

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

  • New Leaf Distribution Limited

    FRN 460421

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 24 Jul 2023)
    • CF1 Director (AR) (since 20 Jul 2023)
    • CF30 Customer (since 20 Jul 2023)
    • [FCA CF] Client dealing (since 14 Jun 2023)
    • [FCA CF] Functions requiring qualifications (14 Jun 2023 to 24 Jul 2023)
    • Appointed representative dealing with clients for which they require qualification (3 May 2023 to 4 May 2023)
    • [FCA CF] Client dealing (3 May 2023 to 4 May 2023)
  • Axis Wealth Management Ltd

    FRN 933293

    • Employed By (since 20 Jul 2023)
    • Employed By (9 Feb 2022 to 31 Mar 2023)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Jan 2021)
    • CF30 Customer (3 Aug 2011 to 21 Jan 2021)
  • David Reed (no longer approved here)

    FRN 556865

    • Employed By (3 Aug 2011 to 21 Jan 2021)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF30 Customer (9 Jan 2008 to 23 Mar 2012)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 22 May 2008)
    • CF21 Investment Adviser (13 Dec 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 Jul 2004 to 13 Dec 2005)

Recent activity

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

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