Marcus Craig Blase

Last updated
6 days ago
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Where they hold approval

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

  • Gresham Financial Strategies Ltd

    FRN 937127

    • 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 1 Aug 2023)
    • [FCA CF] Client dealing (since 1 Aug 2023)
  • Evolution FS Ltd (no longer approved here)

    FRN 597303

    • CF1 Director (AR) (4 Jun 2020 to 24 Aug 2021)
    • CF30 Customer (4 Jun 2020 to 14 Dec 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2023)
  • Origen Financial Services Limited (no longer approved here)

    FRN 192666

    • CF30 Customer (1 Nov 2007 to 27 Jul 2012)
    • CF21 Investment Adviser (28 Dec 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Mar 2005 to 28 Dec 2005)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (29 Nov 2004 to 30 Nov 2004)

Recent activity

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

No changes recorded yet.