Edward James Holbrook

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.

  • Lifetime Wealth Ltd

    FRN 779040

    • 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 16 Jan 2023)
    • [FCA CF] Client dealing (since 16 Jan 2023)
  • Shipman Wealth Management Ltd (no longer approved here)

    FRN 456896

    • [FCA CF] Functions requiring qualifications (9 Dec 2020 to 16 Dec 2022)
    • [FCA CF] Client dealing (9 Dec 2020 to 16 Dec 2022)
    • CF30 Customer (2 Apr 2013 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.