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
- CF1 Director (AR) (since 30 Oct 2023)
- Appointed representative dealing with clients for which they require qualification (since 21 Jul 2022)
- CF30 Customer (since 20 Jul 2022)
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Allocate Wealth Management LTD
FRN 926643
- (3)Employed By (since 20 Jul 2022)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Allocate Wealth Management LTD
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controlled function added: (3)Employed By at Allocate Wealth Management LTD