David Malcolm Rule

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.

  • Best Practice IFA Group Limited

    FRN 223112

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 9A. Advising on P2P agreements
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 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] Client dealing (since 4 Jan 2022)
    • Appointed representative dealing with clients for which they require qualification (since 4 Jan 2022)
    • CF30 Customer (since 23 Dec 2021)
  • Accumulate Wealth Management Group Limited

    FRN 572426

    • (3)Employed By (since 23 Dec 2021)
  • THP Financial Services Limited (no longer approved here)

    FRN 193466

    • Employed By (20 Nov 2013 to 7 May 2015)
  • Greenwood Financial Planning LLP (no longer approved here)

    FRN 518096

    • CF30 Customer (1 Oct 2013 to 7 May 2015)

Recent activity

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

  1. controlled function removed: Employed By at Accumulate Wealth Management Group Limited

  2. controlled function added: (3)Employed By at Accumulate Wealth Management Group Limited