Janice Marshall Craig Dallas

Last updated
4 days ago
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Where they hold approval

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

  • Aberdein Considine Wealth Limited

    FRN 1012486

    • 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
    • [FCA CF] Client dealing (since 1 Apr 2025)
    • [FCA CF] Functions requiring qualifications (since 1 Apr 2025)
  • Advanta Wealth Ltd (no longer approved here)

    FRN 605977

    • [FCA CF] Functions requiring qualifications (27 Apr 2022 to 8 Dec 2023)
    • [FCA CF] Client dealing (27 Apr 2022 to 8 Dec 2023)
  • EXECUTIVE BENEFIT SERVICES (U.K.) LIMITED (no longer approved here)

    FRN 134459

    • CF30 Customer (2 Sep 2015 to 31 Jan 2016)
  • LIFT-Financial Ltd (no longer approved here)

    FRN 471394

    • CF30 Customer (5 Nov 2012 to 12 Apr 2013)
  • HOLYROOD ASSET MANAGEMENT LIMITED (no longer approved here)

    FRN 192637

    • CF30 Customer (17 Apr 2012 to 31 Oct 2012)

Recent activity

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

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