Georgia Bulbrook

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.

  • Craven Street Financial Planning Limited

    FRN 135202

    • 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 17 Jul 2023)
    • CF30 Customer (since 11 Jul 2022)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (1 May 2018 to 8 Dec 2019)
  • KRESTON REEVES FINANCIAL PLANNING SERVICES LIMITED

    FRN 971317

    • (10)Employed By (since 11 Jul 2022)

Recent activity

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

  1. controlled function removed: Employed By at KRESTON REEVES FINANCIAL PLANNING SERVICES LIMITED

  2. controlled function added: (10)Employed By at KRESTON REEVES FINANCIAL PLANNING SERVICES LIMITED