George Agan

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.

  • Flying Colours Advice Limited

    FRN 672022

    • 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 1 Aug 2025)
    • [FCA CF] Client dealing (since 6 Jan 2022)
    • [FCA CF] Functions requiring qualifications (since 6 Jan 2022)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • [FCA CF] Client dealing (29 Mar 2021 to 3 Dec 2021)
    • [FCA CF] Functions requiring qualifications (29 Mar 2021 to 3 Dec 2021)
  • Pensionhelp Limited (no longer approved here)

    FRN 754665

    • [FCA CF] Client dealing (9 Dec 2019 to 19 Feb 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Feb 2021)
    • CF30 Customer (27 Jul 2018 to 8 Dec 2019)

Recent activity

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

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