Jeffrey Donald Bailey

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.

  • ART Holdings Limited

    FRN 135910

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 5 Oct 2022)
    • [FCA CF] Functions requiring qualifications (since 5 Oct 2022)
  • Chartered Financial Management Ltd (no longer approved here)

    FRN 191848

    • Employed By (19 Jun 2006 to 29 Dec 2006)

Recent activity

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

No changes recorded yet.