Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Atomos Financial Planning Limited
FRN 193503
- 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 21 Oct 2025)
- [FCA CF] Client dealing (since 21 Oct 2025)
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George Ide LLP
FRN 497625
- 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- [FCA CF] Client dealing (since 6 Sep 2024)
- [FCA CF] Functions requiring qualifications (since 6 Sep 2024)
- [FCA CF] Client dealing (17 Feb 2021 to 4 May 2022)
- [FCA CF] Functions requiring qualifications (17 Feb 2021 to 4 May 2022)
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Atomos Investments Limited
FRN 122588
- 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 14. Managing investments
- [FCA CF] Functions requiring qualifications (since 17 May 2022)
- [FCA CF] Client dealing (since 17 May 2022)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.