David John Atkinson

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.

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 29 Jul 2015)
    • CF30 Customer (since 29 Jul 2015)
  • Consortium Wealth Management Limited

    FRN 693778

    • Employed By (since 29 Jul 2015)
  • Corbel Partners Limited (no longer approved here)

    FRN 429142

    • CF1 Director (AR) (10 Oct 2013 to 31 Jul 2015)
    • CF30 Customer (5 Jul 2013 to 31 Jul 2015)
  • Consortium Financial and Wealth Management Limited (no longer approved here)

    FRN 607679

    • Employed By (10 Oct 2013 to 31 Jul 2015)

Recent activity

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

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