James Paul Best

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.

  • BEST FINANCIAL PLANNING LTD

    FRN 605053

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 23 Apr 2021)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 21 Mar 2016)
    • CF1 Director (2 Jan 2014 to 8 Dec 2019)
    • Responsible for Insurance Mediation (2 Jan 2014 to 30 Sep 2018)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF1 Director (AR) (14 Oct 2011 to 26 Mar 2013)
    • CF30 Customer (14 Oct 2011 to 24 Aug 2012)
  • Best Financial Planning Ltd (no longer approved here)

    FRN 565681

    • Employed By (14 Oct 2011 to 20 Dec 2013)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (15 Nov 2010 to 9 Nov 2011)

Recent activity

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

No changes recorded yet.