Martin Henry Crawley-Boevey

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.

  • 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 26 Jun 2025)
    • [FCA CF] Functions requiring qualifications (since 26 Jun 2025)
  • PK Financial Planning LLP

    FRN 223145

    • 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 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF27 Partner (21 Feb 2024 to 24 Mar 2025)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 13 Aug 2025)
    • Responsible for Insurance Distribution (1 Oct 2018 to 24 Mar 2025)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 24 Mar 2025)
    • CF29 Significant management (16 Jul 2014 to 8 Dec 2019)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF4 Partner (4 Mar 2005 to 5 Dec 2013)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF11 Money Laundering Reporting (3 Jul 2003 to 6 Dec 2004)
    • CF10 Compliance Oversight (3 Jul 2003 to 6 Dec 2004)
    • CF21 Investment Adviser (3 Jul 2003 to 31 Oct 2007)
    • CF8 Apportionment and Oversight (3 Jul 2003 to 31 Mar 2009)
  • PK Wealth Limited (no longer approved here)

    FRN 669243

    • SMF3 Executive Director (9 Dec 2019 to 4 Mar 2026)
    • CF1 Director (23 Dec 2015 to 8 Dec 2019)
    • CF30 Customer (23 Dec 2015 to 8 Dec 2019)

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

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