Jeffrey William Deans

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.

  • Save & Invest (Financial Planning) Limited

    FRN 144940

    • 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)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • SMF1 Chief Executive (9 Dec 2019 to 5 Jun 2025)
    • SMF3 Executive Director (9 Dec 2019 to 29 Oct 2024)
    • CF30 Customer (26 Mar 2013 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (1 Dec 2001 to 15 Jan 2008)
    • CF3 Chief Executive (1 Dec 2001 to 8 Dec 2019)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF1 Director (1 Dec 2001 to 8 Dec 2019)

Recent activity

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

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