Gregor MacFarlane

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.

  • Saltus Partnership Limited

    FRN 554381

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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
    • [FCA CF] Functions requiring qualifications (since 1 Nov 2025)
    • [FCA CF] Client dealing (since 1 Nov 2025)
  • TAVISTOCK PARTNERS (UK) LTD (no longer approved here)

    FRN 230342

    • [FCA CF] Client dealing (9 Dec 2019 to 13 Mar 2026)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 13 Mar 2026)
    • CF30 Customer (10 Sep 2018 to 8 Dec 2019)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (8 Oct 2014 to 19 Sep 2018)
  • Wealth Doctor Financial Planning Ltd (no longer approved here)

    FRN 625181

    • Employed By (8 Oct 2014 to 19 Oct 2018)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF1 Director (AR) (7 Feb 2012 to 28 Jun 2013)
    • CF30 Customer (7 Feb 2012 to 15 Sep 2014)
  • Two Rivers Financial Planning Limited (no longer approved here)

    FRN 414814

    • (2)Employed By (7 Feb 2012 to 8 Dec 2019)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (24 Jun 2004 to 19 Nov 2004)
    • CF22 Investment Adviser (Trainee) (20 Nov 2003 to 24 Jun 2004)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (24 Jun 2004 to 19 Nov 2004)
    • CF22 Investment Adviser (Trainee) (20 Nov 2003 to 24 Jun 2004)
  • Kymin Mortgage Services Ltd (no longer approved here)

    FRN 229117

    • Employed By (20 Nov 2003 to 19 Nov 2004)

Recent activity

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

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