Ian David Millward

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.

  • OCTOPUS MONEY FINANCIAL SOLUTIONS LIMITED

    FRN 763630

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 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] Functions requiring qualifications (since 30 Sep 2025)
  • Candid Financial Advice Limited

    FRN 630986

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF3 Executive Director (9 Dec 2019 to 24 Oct 2024)
    • Responsible for Insurance Distribution (1 Oct 2018 to 24 Oct 2024)
    • Responsible for Insurance Mediation (12 Dec 2014 to 30 Sep 2018)
    • CF1 Director (12 Dec 2014 to 8 Dec 2019)
    • CF30 Customer (12 Dec 2014 to 8 Dec 2019)
  • AISA FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 189652

    • CF30 Customer (22 May 2012 to 15 Apr 2013)

Recent activity

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

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