David Clarel Ithier

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 Financial Management Limited

    FRN 475973

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 12 Jul 2024)
    • [FCA CF] Client dealing (since 12 Jul 2024)
  • Talis Financial Advisers Ltd (no longer approved here)

    FRN 150458

    • [FCA CF] Functions requiring qualifications (1 Mar 2021 to 11 Jul 2024)
    • [FCA CF] Client dealing (1 Mar 2021 to 11 Jul 2024)
  • Morgans Ltd (no longer approved here)

    FRN 159488

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jan 2021)
    • CF30 Customer (29 Jul 2010 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.