Makis Prodromos Pantelli

Last updated
3 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Makis Pantelli

    FRN 950443

    • (1)Employed By (since 6 May 2021)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF22 Investment Adviser (Trainee) (24 Jul 2007 to 31 Oct 2007)
  • Burlington Wealth Management Ltd (no longer approved here)

    FRN 400147

    • Employed By (24 Jul 2007 to 12 May 2021)
  • Legal and General Assurance Society Limited (no longer approved here)

    FRN 117659

    • CF21 Investment Adviser (18 Jan 2005 to 10 Mar 2005)
  • Legal & General (Unit Trust Managers) Limited (no longer approved here)

    FRN 119273

    • CF21 Investment Adviser (18 Jan 2005 to 10 Mar 2005)

Recent activity

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

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