Gerrard Michael O'Neil-Bell

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Corbel Partners Limited

    FRN 429142

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF1 Director (AR) (since 12 Sep 2011)
    • CF30 Customer (since 1 Sep 2009)
    • [PRA CF] Key function holder (9 Dec 2019 to 10 Dec 2019)
  • Teachers Financial Planning Limited

    FRN 552276

    • (2)Employed By (since 12 Sep 2011)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF30 Customer (15 Aug 2008 to 11 Sep 2009)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF1 Director (AR) (7 Jul 2006 to 18 Jul 2008)

Recent activity

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

  1. controlled function removed: Employed By at Teachers Financial Planning Limited

  2. controlled function added: (2)Employed By at Teachers Financial Planning Limited