Frederick Michael Binstead

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • CITY FINANCIAL PLANNING LIMITED

    FRN 440633

    • 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 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • SMF3 Executive Director (9 Dec 2019 to 15 Oct 2024)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF24 Pension Transfer Specialist (24 Feb 2006 to 31 Oct 2007)
    • CF8 Apportionment and Oversight (3 Jan 2006 to 29 Sep 2008)
    • Responsible for Insurance Mediation (3 Jan 2006 to 23 Oct 2012)
    • CF21 Investment Adviser (3 Jan 2006 to 31 Oct 2007)
    • CF1 Director (3 Jan 2006 to 8 Dec 2019)
  • City Financial Planning (Exeter) Limited (no longer approved here)

    FRN 460195

    • SMF3 Executive Director (9 Dec 2019 to 15 Oct 2024)
    • CF30 Customer (1 Nov 2007 to 24 Dec 2009)
    • CF21 Investment Adviser (1 Mar 2007 to 31 Oct 2007)
    • CF1 Director (1 Mar 2007 to 8 Dec 2019)
    • CF24 Pension Transfer Specialist (1 Mar 2007 to 31 Oct 2007)
    • CF8 Apportionment and Oversight (1 Mar 2007 to 29 Sep 2008)
    • Responsible for Insurance Mediation (1 Mar 2007 to 24 Dec 2009)
  • Bath & City Financial Ltd (no longer approved here)

    FRN 473851

    • Employed By (10 Jan 2008 to 8 Dec 2019)
  • Queensgate Independant Financial Advisors (no longer approved here)

    FRN 176975

    • (16)Employed By (22 Jun 2005 to 30 Dec 2005)
  • City Financial Planning Ltd (no longer approved here)

    FRN 200112

    • Employed By (20 Dec 1999 to 30 Dec 2005)

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