James Dobney

• M&G ADVICE PARTNERS LIMITED

  FRN 584256

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • Appointed representative dealing with clients for which they require qualification (since 24 Feb 2026)
  • CF30 Customer (since 23 Feb 2026)
  • CF30 Customer (10 Nov 2014 to 8 Dec 2019)
• Optimal Wealth Management LTD

  FRN 938427

  • (1)Employed By (since 23 Feb 2026)
• CSR Planning Limited (no longer approved here)

  FRN 750069

  • [FCA CF] Functions requiring qualifications (15 Oct 2021 to 2 Dec 2021)
  • [FCA CF] Client dealing (15 Oct 2021 to 2 Dec 2021)
• Skipton Building Society (no longer approved here)

  FRN 153706

  • [FCA CF] Functions requiring qualifications (14 Oct 2020 to 30 Sep 2021)
  • [FCA CF] Client dealing (14 Oct 2020 to 30 Sep 2021)
• NATIONAL FARMERS UNION MUTUAL INSURANCE SOCIETY LIMITED(THE) (no longer approved here)

  FRN 117664

  • CF21 Investment Adviser (22 Oct 2002 to 6 May 2005)
• N.F.U. Mutual Unit Managers Limited (no longer approved here)

  FRN 121922

  • CF21 Investment Adviser (22 Oct 2002 to 6 May 2005)

No changes recorded yet.