Joseph Michael Taylor

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • Best Practice IFA Group Limited

    FRN 223112

    • 9A. Advising on P2P agreements
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF1 Director (AR) (6 Sep 2010 to 6 Oct 2015)
    • CF21 Investment Adviser (21 Jun 2005 to 31 Oct 2007)
  • Benchmark Financial Planning Limited

    FRN 227247

    • Employed By (since 29 Oct 2014)
    • Employed By (21 Jun 2005 to 17 Sep 2007)
  • Key Financial Consultants IFA Ltd (no longer approved here)

    FRN 223330

    • (6)Employed By (17 Sep 2007 to 31 Dec 2010)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF22 Investment Adviser (Trainee) (11 May 2004 to 3 Jun 2005)

Recent activity

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

No changes recorded yet.