Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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M&G ADVICE PARTNERS LIMITED
FRN 584256
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 1 Feb 2020)
- CF1 Director (AR) (since 29 Nov 2019)
- CF30 Customer (since 4 Jan 2016)
- [FCA CF] Client dealing (10 Dec 2019 to 9 Dec 2020)
- [FCA CF] Functions requiring qualifications (10 Dec 2019 to 9 Dec 2020)
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Churcher Wealth Management Ltd
FRN 917408
- Employed By (since 29 Nov 2019)
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- CF30 Customer (21 Nov 2011 to 28 Sep 2015)
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- CF30 Customer (12 Aug 2009 to 7 Nov 2011)
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- CF30 Customer (18 Feb 2008 to 11 Aug 2009)
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- CF30 Customer (1 Nov 2007 to 14 Jan 2008)
- CF21 Investment Adviser (28 Aug 2007 to 31 Oct 2007)
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- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 18 Dec 2002)
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- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 18 Dec 2002)
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- Employed By (2 Jul 2001 to 18 Dec 2002)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.