James McCallan

Last updated
3 weeks ago
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Where they hold approval

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

  • Atomos Financial Planning Limited

    FRN 193503

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (15 Aug 2012 to 28 Jul 2021)
  • Master Adviser Ltd (U445) (no longer approved here)

    FRN 171704

    • (9)Employed By (1 Dec 2001 to 21 Aug 2003)

Recent activity

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

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