David Snape

Last updated
3 weeks ago
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Where they hold approval

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

  • Perspective (Central & East) Limited

    FRN 223377

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 11 Jul 2025)
    • [FCA CF] Functions requiring qualifications (since 11 Jul 2025)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • [FCA CF] Client dealing (9 Dec 2019 to 11 Jul 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Jul 2025)
    • CF30 Customer (19 Nov 2012 to 11 Jul 2025)
    • CF1 Director (AR) (19 Nov 2012 to 11 Jul 2025)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 11 Feb 2013)
    • CF21 Investment Adviser (26 May 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (28 Feb 2006 to 26 May 2006)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF1 Director (13 Jun 2003 to 1 Apr 2004)

Recent activity

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

No changes recorded yet.