Keith Peter Davidson

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.

  • Sandringham Financial Partners Limited

    FRN 581304

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 17 Dec 2020)
    • [FCA CF] Client dealing (since 17 Dec 2020)
  • KW Wealth Planning Limited (no longer approved here)

    FRN 114694

    • CF30 Customer (20 Jul 2019 to 8 Dec 2019)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF4 Partner (AR) (11 Nov 2013 to 30 Sep 2019)
    • CF30 Customer (23 Oct 2012 to 30 Sep 2019)
  • WFI Financial LLP (no longer approved here)

    FRN 587586

    • Employed By (23 Oct 2012 to 8 Dec 2019)
  • Berkeley Morgan Limited (no longer approved here)

    FRN 148577

    • CF21 Investment Adviser (25 Mar 2003 to 28 Jun 2004)

Recent activity

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

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