David Finbarr O'Reilly

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.

  • Goodmans Financial Planning Ltd (no longer approved here)

    FRN 513667

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2024)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Mar 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2024)
    • SMF16 Compliance Oversight (9 Dec 2019 to 3 Jan 2023)
    • SMF3 Executive Director (9 Dec 2019 to 2 Feb 2023)
    • CF10 Compliance Oversight (8 Sep 2015 to 8 Dec 2019)
    • CF1 Director (8 Sep 2015 to 8 Dec 2019)
    • CF30 Customer (1 Jul 2014 to 8 Dec 2019)
  • Chetwood Wealth Management Ltd (no longer approved here)

    FRN 195024

    • CF30 Customer (1 Nov 2007 to 30 Jul 2008)
    • CF22 Investment Adviser (Trainee) (27 Jul 2007 to 31 Oct 2007)
  • Key Retirement Solutions Limited (no longer approved here)

    FRN 224987

    • CF21 Investment Adviser (16 Dec 2005 to 3 Aug 2007)
    • CF22 Investment Adviser (Trainee) (18 Jan 2005 to 16 Dec 2005)

Recent activity

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

No changes recorded yet.