Mark Andrew Medwyn

• The On-Line Partnership Limited

  FRN 192638

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 21. Advising or arranging (bringing about) equity release transactions
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 9A. Advising on P2P agreements
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • Director of firm who is not a certification employee or a SMF manager (since 23 May 2022)
  • CF1 Director (AR) (since 8 Apr 2022)
  • Appointed representative dealing with clients for which they require qualification (since 4 Jun 2020)
  • CF30 Customer (since 27 May 2020)
  • CF4 Partner (AR) (27 May 2020 to 14 Dec 2023)
• Closer Independent Financial Services Limited

  FRN 973610

  • Employed By (since 8 Apr 2022)
• Julian Harris Financial Consultants (no longer approved here)

  FRN 153566

  • CF30 Customer (20 Dec 2017 to 3 Jun 2020)
  • CF4 Partner (AR) (20 Dec 2017 to 3 Jun 2020)
• QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 440703

  • CF30 Customer (19 Aug 2013 to 12 Apr 2018)
  • CF4 Partner (AR) (19 Aug 2013 to 12 Apr 2018)
• Quilter Mortgage Planning Limited (no longer approved here)

  FRN 440718

  • CF4 Partner (AR) (19 Aug 2013 to 12 Apr 2018)
• Closer Financial Partners (no longer approved here)

  FRN 605114

  • Employed By (19 Aug 2013 to 1 Dec 2023)
• Santander UK Plc (no longer approved here)

  FRN 106054

  • CF30 Customer (1 Nov 2007 to 26 Aug 2013)
  • CF22 Investment Adviser (Trainee) (4 Apr 2006 to 31 Oct 2007)

No changes recorded yet.