Geoffrey Pook

Last updated
3 weeks ago
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Where they hold approval

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

  • In Partnership Financial Advisers Limited

    FRN 744728

    • (36)Employed By (since 4 Jan 2022)
  • The On-Line Partnership Limited

    FRN 192638

    • 9A. Advising on P2P agreements
    • 11. Pension transfer specialist
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF24 Pension Transfer Specialist (11 May 2007 to 31 Oct 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Stevens Financial Services (no longer approved here)

    FRN 184093

    • (5)Employed By (26 Sep 2001 to 10 Jun 2024)

Recent activity

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

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