David Charles Goldschmidt

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.

  • MCA Wealth & Finance Ltd

    FRN 1031857

    • (3)Employed By (since 1 Aug 2025)
  • Gravita Wealth Limited

    FRN 192082

    • (12)Employed By (since 31 Jan 2023)
  • Simmons Gainsford Financial Services Limited

    FRN 449588

    • (14)Employed By (since 31 Jan 2023)
  • Vintage Wealth Management Limited

    FRN 593380

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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
    • CF30 Customer (since 30 Jan 2023)
    • [FCA CF] Client dealing (since 23 Sep 2022)
    • [FCA CF] Functions requiring qualifications (since 23 Sep 2022)
  • BKL Wealth Management Limited

    FRN 607954

    • Employed By (since 30 Jan 2023)
  • Aspire Independent Financial Planners LLP (no longer approved here)

    FRN 456867

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Apr 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 29 Apr 2022)
    • CF30 Customer (8 May 2019 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.