Ian Taylor

Last updated
2 days ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • PEMBROKE FINANCIAL SERVICES LIMITED

    FRN 228341

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • 11. Pension transfer specialist
    • [FCA CF] Functions requiring qualifications (since 2 May 2025)
    • [FCA CF] Significant management (since 2 May 2025)
    • [FCA CF] Manager of certification employee (since 2 May 2025)
    • [FCA CF] Client dealing (since 2 May 2025)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • CF30 Customer (1 Nov 2007 to 29 Nov 2007)
    • CF24 Pension Transfer Specialist (18 Dec 2006 to 18 Dec 2006)
    • CF1 Director (AR) (4 Oct 2006 to 29 Nov 2007)
    • CF21 Investment Adviser (4 Jul 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (5 Apr 2006 to 4 Jul 2006)
  • Davenport Financial Management Limited (no longer approved here)

    FRN 447896

    • Employed By (5 Apr 2006 to 29 Nov 2007)

Recent activity

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

No changes recorded yet.