Geoffrey David Tresman

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.

  • CG Wealth Planning Limited

    FRN 594155

    • 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 1 Apr 2023)
    • [FCA CF] Client dealing (since 1 Apr 2023)
  • Punter Southall SIPP Limited (no longer approved here)

    FRN 189480

    • [FCA CF] Significant management (9 Dec 2019 to 31 May 2022)
    • CF2 Non Executive Director (18 Sep 2019 to 8 Dec 2019)
    • CF1 Director (20 Apr 2011 to 18 Sep 2019)

Recent activity

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

No changes recorded yet.