Mark Jonathan Cardy

Last updated
3 weeks ago
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Where they hold approval

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

  • Best Practice IFA Group Limited

    FRN 223112

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 9A. Advising on P2P agreements
    • 11. Pension transfer specialist
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 18 May 2018)
  • Benchmark Financial Planning Limited

    FRN 227247

    • Employed By (since 18 May 2018)
  • Shackleton Advisers Limited (no longer approved here)

    FRN 163291

    • CF1 Director (30 Dec 2011 to 5 Mar 2014)
    • CF30 Customer (23 Aug 2011 to 3 Oct 2018)
  • Scottish Equitable Plc (no longer approved here)

    FRN 165548

    • CF21 Investment Adviser (1 Dec 2001 to 5 Jun 2002)

Recent activity

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

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