Ian David Finn

• Bellamy Wealth Management Limited

  FRN 971895

  • Employed By (since 14 Apr 2022)
• St. James's Place Wealth Management Plc

  FRN 195351

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 11. Pension transfer specialist
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF30 Customer (since 1 Nov 2007)
  • CF21 Investment Adviser (28 Dec 2005 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (9 Sep 2005 to 28 Dec 2005)
• Bellamy Wealth Management Limited (no longer approved here)

  FRN 545859

  • Employed By (15 Jun 2021 to 5 May 2022)
• Tom French & Associates Limited (no longer approved here)

  FRN 185513

  • CF22 Investment Adviser (Trainee) (13 Jun 2005 to 1 Dec 2006)
• Financial Advice Centre (Southwest) Ltd (no longer approved here)

  FRN 224032

  • (9)Employed By (13 Jun 2005 to 1 Dec 2006)
• Legal and General Assurance Society Limited (no longer approved here)

  FRN 117659

  • CF21 Investment Adviser (1 Dec 2001 to 24 May 2002)
• Legal & General (Unit Trust Managers) Limited (no longer approved here)

  FRN 119273

  • CF21 Investment Adviser (1 Dec 2001 to 24 May 2002)

No changes recorded yet.