Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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SCHOFIELD MONEY LIMITED
FRN 539921
- 11. Pension transfer specialist
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- SMF16 Compliance Oversight (since 27 Aug 2025)
- [FCA CF] Client dealing (since 9 Dec 2019)
- SMF3 Executive Director (since 9 Dec 2019)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- CF1 Director (AR) (since 21 Dec 2018)
- CF30 Customer (since 22 Jun 2016)
- CF1 Director (8 Sep 2017 to 8 Dec 2019)
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Schofield Money Planning Ltd
FRN 994468
- (1)Employed By (since 5 Apr 2023)
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Schofield Money Advice Limited
FRN 994469
- (1)Employed By (since 5 Apr 2023)
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Schofield Money Investments Ltd
FRN 825374
- (2)Employed By (since 21 Dec 2018)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.