Martin Aodh McGrath

Last updated
1 week ago
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Where they hold approval

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

  • WELBY ASSOCIATES WEALTH MANAGEMENT LIMITED

    FRN 697372

    • 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 10 Dec 2019)
    • [FCA CF] Client dealing (since 10 Dec 2019)
    • CF30 Customer (15 Jan 2016 to 8 Dec 2019)
  • Fairstone Financial Management Limited (no longer approved here)

    FRN 475973

    • CF30 Customer (19 Mar 2014 to 4 Dec 2015)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF21 Investment Adviser (9 Mar 2006 to 7 May 2007)
    • CF22 Investment Adviser (Trainee) (6 Dec 2005 to 9 Mar 2006)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (1 Dec 2001 to 13 Jan 2006)

Recent activity

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

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