Mark Jonathan Lloyd

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • Shackleton Advisers Limited

    FRN 163291

    • 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] Client dealing (since 20 Nov 2023)
    • [FCA CF] Functions requiring qualifications (since 20 Nov 2023)
  • Fairstone Wealth Management Limited (no longer approved here)

    FRN 188596

    • [FCA CF] Functions requiring qualifications (1 Oct 2021 to 18 Nov 2023)
    • [FCA CF] Client dealing (1 Oct 2021 to 18 Nov 2023)
  • MJB (Partnership) Limited (no longer approved here)

    FRN 117931

    • (10)Employed By (28 Jan 2011 to 30 Sep 2016)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • CF30 Customer (28 Jan 2011 to 30 Sep 2016)

Recent activity

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

No changes recorded yet.