Marc Barnes

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Meades Wealth Management Limited

    FRN 963229

    • (3)Employed By (since 28 Mar 2022)
  • TIMELINE WEALTH MANAGEMENT LIMITED

    FRN 596827

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF1 Director (AR) (since 28 Nov 2013)
    • CF30 Customer (since 4 Jun 2013)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 13 Jul 2023)
    • CF10 Compliance Oversight (4 Jun 2013 to 8 Dec 2019)
    • CF1 Director (4 Jun 2013 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (4 Jun 2013 to 8 Dec 2019)
    • Responsible for Insurance Mediation (4 Jun 2013 to 30 Sep 2018)
  • MDH Financial Partners Ltd

    FRN 783631

    • (3)Employed By (since 26 Jul 2017)
  • GreenStones Financial Services Limited

    FRN 610601

    • (3)Employed By (since 28 Nov 2013)
  • Generation Financial Services Ltd (no longer approved here)

    FRN 498748

    • Responsible for Insurance Mediation (29 May 2009 to 23 Jul 2013)
    • CF30 Customer (29 May 2009 to 24 Jul 2013)
    • CF11 Money Laundering Reporting (29 May 2009 to 2 Jul 2012)
    • CF1 Director (29 May 2009 to 23 Jul 2013)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF1 Director (AR) (16 Jun 2008 to 28 May 2009)
    • CF30 Customer (16 Jun 2008 to 28 May 2009)
  • Liverpool Victoria Financial Advice Services Limited (no longer approved here)

    FRN 186890

    • CF21 Investment Adviser (9 Apr 2002 to 29 Apr 2005)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 9 Apr 2002)

Recent activity

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

No changes recorded yet.