Kay Prestidge

Last updated
6 days ago
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Where they hold approval

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

  • Kate Talbot Financial Planning Limited

    FRN 943119

    • 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 13 Feb 2025)
    • [FCA CF] Client dealing (since 13 Feb 2025)
  • Onelife Planning LLP (no longer approved here)

    FRN 717860

    • [FCA CF] Client dealing (6 Apr 2020 to 7 Aug 2021)
    • [FCA CF] Functions requiring qualifications (6 Apr 2020 to 7 Aug 2021)
  • BAMFORD WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 592856

    • CF11 Money Laundering Reporting (17 Dec 2013 to 22 Aug 2014)
    • CF10 Compliance Oversight (17 Dec 2013 to 22 Aug 2014)

Recent activity

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

No changes recorded yet.