Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Yodelar Investments Limited
FRN 810056
- (6)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (7)4. Giving personal recommendations on retail investment products which are not broker funds
- (4)[FCA CF] Client dealing (19 Jun 2023 to 2 Apr 2026)
- (5)[FCA CF] Functions requiring qualifications (19 Jun 2023 to 2 Apr 2026)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met) at Yodelar Investments Limited
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controlled function removed: 4. Giving personal recommendations on retail investment products which are not broker funds at Yodelar Investments Limited
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controlled function removed: [FCA CF] Functions requiring qualifications at Yodelar Investments Limited
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controlled function removed: [FCA CF] Client dealing at Yodelar Investments Limited
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controlled function added: (4)[FCA CF] Client dealing at Yodelar Investments Limited
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controlled function added: (5)[FCA CF] Functions requiring qualifications at Yodelar Investments Limited
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controlled function added: (6)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met) at Yodelar Investments Limited
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controlled function added: (7)4. Giving personal recommendations on retail investment products which are not broker funds at Yodelar Investments Limited