Mark Priestley

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.

  • Partners Wealth Management LLP

    FRN 442303

    • 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] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
  • BARCLAYS INVESTMENT SOLUTIONS LIMITED (no longer approved here)

    FRN 155595

    • CF30 Customer (25 Sep 2012 to 31 Mar 2018)
  • Coutts & Company (no longer approved here)

    FRN 122287

    • CF30 Customer (1 Nov 2007 to 24 Sep 2012)
    • CF21 Investment Adviser (15 Mar 2002 to 31 Oct 2007)
    • CF27 Investment Management (1 Dec 2001 to 15 Mar 2002)

Recent activity

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

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