GRAHAM MICHAEL LAST

Last updated
2 weeks ago
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Where they hold approval

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

  • TRILLIUM FINANCIAL PLANNING LTD.

    FRN 196304

    • 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)
    • [FCA CF] Client dealing (since 26 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 26 Feb 2026)
  • Insight Financial Associates Limited

    FRN 458421

    • 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
    • [FCA CF] Functions requiring qualifications (since 1 Jul 2025)
    • [FCA CF] Client dealing (since 1 Jul 2025)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (31 Mar 2015 to 6 Mar 2016)

Recent activity

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

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