Kieran Robert Bradbury

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.

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 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 14 Mar 2024)
    • [FCA CF] Client dealing (since 14 Mar 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Feb 2022)
    • CF1 Director (AR) (17 Feb 2016 to 4 Feb 2022)
    • CF4 Partner (AR) (28 Feb 2011 to 31 Mar 2016)
    • CF30 Customer (18 Jun 2010 to 4 Feb 2022)
  • Bsquared Asset Management Limited (no longer approved here)

    FRN 731727

    • Employed By (28 Jan 2016 to 4 Feb 2022)
  • Sovereign Wealth Limited (no longer approved here)

    FRN 471459

    • (34)Employed By (18 Jun 2010 to 28 Jan 2016)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (15 Mar 2010 to 5 Jul 2010)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (14 Apr 2008 to 14 Mar 2010)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2007 to 26 Mar 2008)
    • CF21 Investment Adviser (10 Nov 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (8 Dec 2005 to 10 Nov 2006)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF22 Investment Adviser (Trainee) (1 Apr 2005 to 4 Dec 2005)

Recent activity

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

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