David Magnus Goodfellow

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.

  • CG Wealth Planning Limited

    FRN 594155

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Responsible for Insurance Distribution (since 10 Nov 2025)
    • [FCA CF] Material risk taker (since 30 Apr 2021)
    • [FCA CF] Significant management (since 2 Dec 2020)
    • [FCA CF] Client dealing (since 2 Dec 2020)
    • [FCA CF] Functions requiring qualifications (since 2 Dec 2020)
    • [FCA CF] Manager of certification employee (2 Dec 2020 to 9 Apr 2026)

Recent activity

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

No changes recorded yet.