Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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M&G ADVICE PARTNERS LIMITED
FRN 584256
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 2 Jan 2024)
- CF30 Customer (since 31 Dec 2023)
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North Yorkshire Financial Planning LTD
FRN 939737
- (1)Employed By (since 31 Dec 2023)
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- Appointed representative dealing with clients for which they require qualification (25 May 2022 to 5 Sep 2022)
- CF30 Customer (31 Mar 2022 to 5 Sep 2022)
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- (12)Employed By (31 Mar 2022 to 5 Sep 2022)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function added: (12)Employed By at V-Financial Ltd