Kristan Oakley

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.

  • TRUE BEARING LIMITED

    FRN 486512

    • 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 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Mar 2025)
    • CF30 Customer (4 Mar 2019 to 8 Dec 2019)
  • True Bearing (North West) Limited (no longer approved here)

    FRN 709439

    • (24)Employed By (30 Jun 2020 to 24 Mar 2025)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (7 Jul 2014 to 28 Jan 2019)

Recent activity

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

No changes recorded yet.