Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Octopus Investments Limited
FRN 194779
- CF30 Customer (since 23 Jan 2025)
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Octopus Money Limited
FRN 1004074
- (1)Employed By (since 23 Jan 2025)
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OCTOPUS MONEY FINANCIAL SOLUTIONS LIMITED
FRN 763630
- 7. Giving personal recommendations on long-term care insurance contracts
- 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] Client dealing (since 27 Sep 2023)
- [FCA CF] Functions requiring qualifications (since 27 Sep 2023)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.