Edward Massam

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.

  • Scottish Widows Schroder Personal Wealth Limited

    FRN 830170

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 14 Feb 2023)
    • [FCA CF] Client dealing (since 14 Feb 2023)
  • FIL Wealth Management Limited (no longer approved here)

    FRN 464968

    • [FCA CF] Client dealing (24 Mar 2022 to 13 Oct 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Dec 2021)
    • CF30 Customer (30 Oct 2019 to 8 Dec 2019)
  • LGT Wealth Management UK LLP (no longer approved here)

    FRN 471048

    • CF30 Customer (30 Aug 2012 to 30 Oct 2015)

Recent activity

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

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