Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 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)
    • 9A. Advising on P2P agreements
    • Appointed representative dealing with clients for which they require qualification (since 25 Mar 2026)
    • CF30 Customer (since 13 Mar 2026)
  • Gillian Irvine

    FRN 1051438

    • (1)Employed By (since 13 Mar 2026)
  • Lomond Financial Management Group Ltd (no longer approved here)

    FRN 488153

    • CF30 Customer (13 Jul 2024 to 31 Dec 2025)
  • Lomond Wealth Management LTD (no longer approved here)

    FRN 738180

    • (6)Employed By (13 Jul 2024 to 31 Dec 2025)
  • Bird Stewart Financial Services Limited (no longer approved here)

    FRN 592052

    • [FCA CF] Client dealing (1 Dec 2020 to 19 Jan 2024)
    • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 19 Jan 2024)

Recent activity

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

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