Douglas Blanchard

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.

  • JP Maxwell Financial Management Ltd

    FRN 782133

    • 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] Functions requiring qualifications (since 15 Jul 2025)
    • [FCA CF] Client dealing (since 15 Jul 2025)
  • Clifton Wealth Partnership Ltd (no longer approved here)

    FRN 541273

    • CF30 Customer (29 Jun 2024 to 9 Dec 2025)
    • [FCA CF] Client dealing (21 Jun 2024 to 24 Feb 2026)
    • Appointed representative dealing with clients for which they require qualification (21 Jun 2024 to 24 Feb 2026)
    • [FCA CF] Functions requiring qualifications (21 Jun 2024 to 24 Feb 2026)
  • Clifton Wealth Partnership (Aberdeen) Ltd (no longer approved here)

    FRN 991021

    • Employed By (29 Jun 2024 to 9 Dec 2025)
  • Ledingham Chalmers Financial Limited (no longer approved here)

    FRN 196274

    • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 10 May 2024)
    • [FCA CF] Client dealing (1 Dec 2020 to 10 May 2024)
    • CF30 Customer (1 Dec 2018 to 8 Dec 2019)
  • James & George Collie Financial Management Limited (no longer approved here)

    FRN 535320

    • (5)Employed By (5 May 2015 to 23 Nov 2018)
  • J M Taylor Financial Services Limited (no longer approved here)

    FRN 497519

    • CF30 Customer (9 Apr 2015 to 23 Nov 2018)
  • Acumen Financial Planning Limited (no longer approved here)

    FRN 218745

    • CF30 Customer (1 Nov 2007 to 3 Apr 2015)
    • CF21 Investment Adviser (23 Jul 2007 to 31 Oct 2007)

Recent activity

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

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