George William Davis

Last updated
4 days ago
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Where they hold approval

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

  • All Aspects Financial Planning Limited

    FRN 1008239

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 4 Jun 2025)
    • [FCA CF] Client dealing (since 4 Jun 2025)
  • Fintuity Limited (no longer approved here)

    FRN 814106

    • [FCA CF] Client dealing (28 Apr 2025 to 3 Jun 2025)
    • [FCA CF] Functions requiring qualifications (28 Apr 2025 to 3 Jun 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF4 Partner (AR) (16 Oct 2023 to 8 Aug 2024)
    • Appointed representative dealing with clients for which they require qualification (18 May 2021 to 8 Aug 2024)
    • CF30 Customer (6 May 2021 to 8 Aug 2024)
  • Calder Davis Wealth Management (no longer approved here)

    FRN 771176

    • Employed By (6 May 2021 to 8 Aug 2024)

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

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