Martin Archdale

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.

  • MAP Financial Planning Ltd

    FRN 930272

    • 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 22 Jan 2021)
    • SMF3 Executive Director (since 22 Jan 2021)
    • SMF16 Compliance Oversight (since 22 Jan 2021)
    • [FCA CF] Client dealing (since 22 Jan 2021)
    • [FCA CF] Manager of certification employee (since 22 Jan 2021)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (9 Dec 2019 to 22 Jan 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 22 Jan 2020)
    • CF30 Customer (24 Jun 2013 to 8 Dec 2019)
  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • CF30 Customer (3 Sep 2010 to 17 May 2013)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF30 Customer (9 Apr 2009 to 16 Sep 2010)
  • Legal and General Assurance Society Limited (no longer approved here)

    FRN 117659

    • CF21 Investment Adviser (1 Sep 2006 to 29 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 Jul 2005 to 1 Sep 2006)
  • Legal & General (Unit Trust Managers) Limited (no longer approved here)

    FRN 119273

    • CF21 Investment Adviser (1 Sep 2006 to 29 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 Jul 2005 to 1 Sep 2006)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (22 Jan 2003 to 2 Sep 2005)
    • CF22 Investment Adviser (Trainee) (15 Feb 2002 to 22 Jan 2003)

Recent activity

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

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