Iain McAllister

Last updated
1 week ago
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Where they hold approval

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

  • Verso Wealth Management Limited

    FRN 153871

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 25 Nov 2024)
    • [FCA CF] Functions requiring qualifications (since 25 Nov 2024)
  • M B Financial Planning Limited (no longer approved here)

    FRN 915191

    • [FCA CF] Client dealing (3 Jan 2022 to 21 Apr 2023)
    • [FCA CF] Functions requiring qualifications (3 Jan 2022 to 21 Apr 2023)

Recent activity

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

No changes recorded yet.