Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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TITAN WEALTH PLANNING LTD
FRN 574458
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 7. Giving personal recommendations on long-term care insurance contracts
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Client dealing (since 3 Sep 2025)
- [FCA CF] Functions requiring qualifications (since 3 Sep 2025)
- [FCA CF] Manager of certification employee (since 3 Sep 2025)
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Loveday & Partners Limited
FRN 601756
- 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 9A. Advising on P2P agreements
- 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)
- SMF17 Money Laundering Reporting Officer (MLRO) (since 25 Feb 2020)
- [FCA CF] Manager of certification employee (since 9 Dec 2019)
- SMF3 Executive Director (since 9 Dec 2019)
- [FCA CF] Client dealing (since 9 Dec 2019)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- CF10 Compliance Oversight (14 Nov 2016 to 4 Jan 2019)
- CF1 Director (1 Aug 2013 to 8 Dec 2019)
- CF30 Customer (1 Aug 2013 to 8 Dec 2019)
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- CF30 Customer (23 Jun 2011 to 30 Aug 2013)
- CF1 Director (AR) (13 Jun 2011 to 13 Mar 2012)
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- Employed By (13 Jun 2011 to 30 Aug 2013)
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- CF30 Customer (19 Feb 2010 to 1 Nov 2011)
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- (16)Employed By (17 Feb 2010 to 8 Dec 2019)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Portland Wealth Management Limited
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controlled function added: (16)Employed By at Portland Wealth Management Limited