Gary Edward Doolan

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.

  • MHA Wealth Limited

    FRN 143715

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 17 Mar 2023)
    • [FCA CF] Functions requiring qualifications (since 17 Mar 2023)
    • [FCA CF] Material risk taker (17 Mar 2023 to 14 Jan 2026)
  • Beacon Wealth Management Limited (no longer approved here)

    FRN 526604

    • [FCA CF] Client dealing (29 Jun 2021 to 28 Feb 2023)
    • [FCA CF] Functions requiring qualifications (29 Jun 2021 to 28 Feb 2023)
  • Scottish Widows Schroder Personal Wealth Limited (no longer approved here)

    FRN 830170

    • [FCA CF] Functions requiring qualifications (20 Mar 2020 to 7 Apr 2021)
    • [FCA CF] Client dealing (20 Mar 2020 to 7 Apr 2021)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 16 Feb 2002)

Recent activity

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

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