Ian John Avery

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.

  • Centurion Wealth Management Limited

    FRN 509905

    • 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 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (2 Jan 2019 to 2 Dec 2024)
  • Professional Financial Planning (South West) Limited (no longer approved here)

    FRN 524459

    • Employed By (11 Jan 2019 to 2 Dec 2024)
  • ARBUTHNOT LATHAM & CO., LIMITED (no longer approved here)

    FRN 143336

    • CF30 Customer (8 Jan 2013 to 6 Mar 2016)
  • SHIPMAN FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 513289

    • CF30 Customer (1 Feb 2012 to 7 Dec 2012)
  • JLT Wealth Management Limited (no longer approved here)

    FRN 196619

    • CF30 Customer (1 Nov 2007 to 13 Jan 2012)
    • CF24 Pension Transfer Specialist (20 Mar 2006 to 31 Oct 2007)
    • CF21 Investment Adviser (20 Mar 2006 to 31 Oct 2007)

Recent activity

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

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