Ian Stokoe

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.

  • BJFM Limited

    FRN 623940

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 1 Mar 2024)
    • [FCA CF] Client dealing (since 1 Mar 2024)
  • KW Wealth Planning Limited (no longer approved here)

    FRN 114694

    • [FCA CF] Client dealing (11 Jun 2022 to 29 Feb 2024)
    • [FCA CF] Functions requiring qualifications (11 Jun 2022 to 29 Feb 2024)
  • ASCOT LLOYD FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 144519

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 20 Apr 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 20 Apr 2020)
    • CF30 Customer (29 Sep 2015 to 8 Dec 2019)

Recent activity

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

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