Joshua Marshall

Last updated
2 weeks ago
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Where they hold approval

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

  • Saltus Partnership Limited

    FRN 554381

    • 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] Client dealing (since 1 Nov 2025)
    • [FCA CF] Functions requiring qualifications (since 1 Nov 2025)
  • TAVISTOCK PARTNERS (UK) LTD (no longer approved here)

    FRN 230342

    • [FCA CF] Client dealing (29 Nov 2024 to 13 Mar 2026)
    • [FCA CF] Functions requiring qualifications (29 Nov 2024 to 13 Mar 2026)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Feb 2023 to 9 Dec 2024)
    • CF30 Customer (30 Jan 2023 to 9 Dec 2024)
  • Baggerman Wealth Management Ltd (no longer approved here)

    FRN 682588

    • Employed By (30 Jan 2023 to 9 Dec 2024)
  • Attivo Financial Limited (no longer approved here)

    FRN 497130

    • [FCA CF] Client dealing (22 Jul 2022 to 13 Jan 2023)
    • [FCA CF] Functions requiring qualifications (22 Jul 2022 to 13 Jan 2023)
  • Tom French & Associates Limited (no longer approved here)

    FRN 185513

    • [FCA CF] Client dealing (19 Oct 2020 to 14 Jan 2022)
    • [FCA CF] Functions requiring qualifications (19 Oct 2020 to 14 Jan 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (2 Apr 2020 to 29 Sep 2020)
  • OneDome Capital Ltd (no longer approved here)

    FRN 582895

    • (16)Employed By (2 Apr 2020 to 29 Sep 2020)

Recent activity

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

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