Davis Geidans

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.

  • Simpson Wood (Financial Services) Limited

    FRN 224131

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 27 Nov 2025)
    • [FCA CF] Client dealing (since 27 Nov 2025)
    • [FCA CF] Client dealing (17 Jun 2024 to 28 Feb 2025)
    • [FCA CF] Functions requiring qualifications (17 Jun 2024 to 28 Feb 2025)
  • Oakworth Financial Planning Limited (no longer approved here)

    FRN 229355

    • [FCA CF] Functions requiring qualifications (3 Mar 2025 to 14 Nov 2025)
    • [FCA CF] Client dealing (3 Mar 2025 to 14 Nov 2025)

Recent activity

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

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