David Jamieson

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.

  • Corbel Partners Limited

    FRN 429142

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 29 Apr 2022)
    • CF1 Director (AR) (since 28 Apr 2022)
    • CF30 Customer (since 28 Apr 2022)
    • [FCA CF] Functions requiring qualifications (since 12 May 2020)
    • [FCA CF] Client dealing (since 12 May 2020)
    • [PRA CF] Key function holder (12 May 2020 to 13 May 2020)
  • 2020 Financial Advice Limited

    FRN 945644

    • (1)Employed By (since 28 Apr 2022)
  • GEE 7 WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 455935

    • CF30 Customer (1 Nov 2018 to 8 Dec 2019)

Recent activity

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

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