Geoffrey Charles White

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.

  • Beechwood Financial Management Ltd

    FRN 705566

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Significant management (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF10 Compliance Oversight (1 Oct 2015 to 8 Dec 2019)
    • CF1 Director (1 Oct 2015 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (1 Oct 2015 to 8 Dec 2019)
    • CF30 Customer (1 Oct 2015 to 8 Dec 2019)
    • Responsible for Insurance Mediation (1 Oct 2015 to 30 Sep 2018)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • CF30 Customer (3 Sep 2012 to 25 Sep 2015)
    • CF21 Investment Adviser (7 Nov 2003 to 12 May 2005)
  • Beechwood Financial Management (no longer approved here)

    FRN 486475

    • Employed By (3 Sep 2012 to 24 Sep 2020)
  • Affinity Financial Awareness Limited (no longer approved here)

    FRN 409160

    • CF30 Customer (1 Nov 2007 to 27 Jul 2012)
    • CF21 Investment Adviser (4 Jan 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (21 Apr 2005 to 4 Jan 2007)
  • Tamar Independent Financial Advisers Ltd (no longer approved here)

    FRN 214092

    • Employed By (7 Nov 2003 to 12 May 2005)

Recent activity

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

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