David Snelling

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.

  • JULIAN HARRIS ADVISER NETWORK LIMITED

    FRN 304155

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 9A. Advising on P2P agreements
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or 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)
    • Appointed representative dealing with clients for which they require qualification (since 25 Mar 2026)
    • CF1 Director (AR) (since 25 Mar 2026)
    • CF3 Chief Executive (AR) (since 25 Mar 2026)
    • CF30 Customer (since 25 Mar 2026)
  • Charlton House Wealth Management Limited

    FRN 924967

    • Employed By (since 1 Oct 2025)
    • Employed By (30 Jun 2020 to 5 May 2022)
  • Julian Harris Financial Consultants

    FRN 153566

    • 9A. Advising on P2P agreements
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 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)
    • CF30 Customer (since 3 Feb 2022)
    • Appointed representative dealing with clients for which they require qualification (since 3 Feb 2022)
    • CF1 Director (AR) (since 3 Feb 2022)
    • CF3 Chief Executive (AR) (since 3 Feb 2022)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2007 to 3 May 2013)
    • CF21 Investment Adviser (12 Jun 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (11 Oct 2005 to 12 Jun 2007)

Recent activity

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

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