David Peter Skinner

Last updated
1 week ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 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)
    • 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 8 Mar 2022)
    • CF30 Customer (since 28 Feb 2022)
    • CF1 Director (AR) (since 28 Feb 2022)
    • [FCA CF] Functions requiring qualifications (22 Nov 2021 to 8 Mar 2022)
    • [FCA CF] Client dealing (22 Nov 2021 to 8 Mar 2022)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF30 Customer (27 Jan 2009 to 26 Oct 2012)
    • CF1 Director (AR) (27 Jan 2009 to 26 Oct 2012)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF1 Director (AR) (13 Aug 2004 to 16 Feb 2007)
    • CF21 Investment Adviser (21 Jun 2004 to 16 Feb 2007)
    • CF22 Investment Adviser (Trainee) (14 May 2003 to 21 Jun 2004)
  • The Charnwood Practice Limited (no longer approved here)

    FRN 401745

    • (2)Employed By (13 Aug 2004 to 29 Jun 2009)
  • David Skinner (no longer approved here)

    FRN 401690

    • Employed By (21 Jun 2004 to 23 Dec 2021)
  • ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED (no longer approved here)

    FRN 122472

    • CF22 Investment Adviser (Trainee) (14 May 2003 to 3 Jun 2003)
  • ST. JAMES'S PLACE UK PLC (no longer approved here)

    FRN 150026

    • CF21 Investment Adviser (14 May 2003 to 3 Jun 2003)

Recent activity

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

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