Ian Philip Massey

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.

  • Beyond Advice Group Ltd

    FRN 830162

    • 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] Client dealing (since 20 Aug 2024)
    • [FCA CF] Functions requiring qualifications (since 20 Aug 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Aug 2024)
    • CF30 Customer (4 Dec 2014 to 8 Aug 2024)
    • CF1 Director (AR) (4 Dec 2014 to 17 Oct 2019)
  • Ian Cockbain Wealth Management Limited (no longer approved here)

    FRN 416200

    • (6)Employed By (27 Sep 2019 to 8 Aug 2024)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF30 Customer (16 Nov 2007 to 26 Sep 2014)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (2 Jan 2007 to 5 Oct 2007)
    • CF22 Investment Adviser (Trainee) (16 Dec 2004 to 2 Jan 2007)

Recent activity

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

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