Edward Franklin Marshall

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.

  • Pi Financial Ltd

    FRN 186419

    • 21. Advising or arranging (bringing about) equity release transactions
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 9A. Advising on P2P agreements
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF4 Partner (AR) (since 12 Feb 2026)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF1 Director (AR) (since 12 Apr 2016)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (5 Sep 2006 to 31 Oct 2007)
  • Dean Statham Wealth Management LLP

    FRN 486856

    • Employed By (since 17 Feb 2009)
  • Deans Wealth Management Limited (no longer approved here)

    FRN 1019337

    • (1)Employed By (10 Jan 2025 to 18 Aug 2025)
  • Rice & Co Financial Management Limited (no longer approved here)

    FRN 705085

    • (3)Employed By (9 Jun 2015 to 21 Feb 2018)
  • Kingsland Wealth Management Limited (no longer approved here)

    FRN 211899

    • (12)Employed By (5 Sep 2006 to 31 Jan 2025)
  • HFS Insurance Services Ltd (no longer approved here)

    FRN 217033

    • (12)Employed By (21 Mar 2005 to 18 Aug 2005)

Recent activity

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

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