Mark Andrew Terry

Last updated
2 weeks ago
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Where they hold approval

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

  • Corbel Partners Limited

    FRN 429142

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 2 Jan 2024)
    • CF30 Customer (since 2 Jan 2024)
    • [FCA CF] Client dealing (since 2 Jan 2024)
    • [FCA CF] Functions requiring qualifications (since 2 Jan 2024)
  • Wealth Design Holdings Limited

    FRN 923351

    • Employed By (since 2 Jan 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (8 Nov 2022 to 13 Oct 2023)
    • CF30 Customer (30 Sep 2022 to 13 Oct 2023)
  • Finative Financial Planning Ltd (no longer approved here)

    FRN 795425

    • (2)Employed By (30 Sep 2022 to 13 Oct 2023)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • [FCA CF] Client dealing (9 Dec 2019 to 15 Jul 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Jul 2022)
    • CF30 Customer (9 Nov 2019 to 8 Dec 2019)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • [FCA CF] Functions requiring qualifications (18 Aug 2017 to 13 Nov 2019)
    • CF30 Customer (25 Jan 2008 to 30 Jan 2015)

Recent activity

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

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