Geordie Kevin Edward Bulmer

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • AISA FINANCIAL PLANNING LIMITED

    FRN 189652

    • 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 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF4 Partner (AR) (since 24 Aug 2017)
    • CF30 Customer (since 3 Mar 2009)
  • Aisa Retirement Planning LLP

    FRN 779882

    • (1)Employed By (since 24 Aug 2017)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • CF30 Customer (1 Nov 2007 to 18 Feb 2009)
    • CF22 Investment Adviser (Trainee) (1 Sep 2007 to 31 Oct 2007)

Recent activity

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

  1. controlled function removed: Employed By at Aisa Retirement Planning LLP

  2. controlled function added: (1)Employed By at Aisa Retirement Planning LLP