Julian John Shawcross

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Corbel Partners Limited

    FRN 429142

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (since 11 Jan 2018)
    • [PRA CF] Key function holder (9 Dec 2019 to 10 Dec 2019)
  • Teachers Financial Planning Limited

    FRN 552276

    • (5)Employed By (since 2 May 2018)
  • Greystone Financial Services Limited (no longer approved here)

    FRN 154622

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (8 Jul 2002 to 31 Oct 2007)
  • Greystone Employee Benefits Ltd (no longer approved here)

    FRN 191780

    • (7)Employed By (8 Jul 2002 to 1 Mar 2007)

Recent activity

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

  1. controlled function removed: Employed By at Teachers Financial Planning Limited

  2. controlled function added: (5)Employed By at Teachers Financial Planning Limited