Martyn John Bailey

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.

  • Oculus Wealth Management Limited

    FRN 605985

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 15 Oct 2020)
    • [FCA CF] Functions requiring qualifications (since 15 Oct 2020)
    • CF30 Customer (since 15 Oct 2020)
    • CF1 Director (AR) (since 15 Oct 2020)
    • [FCA CF] Client dealing (since 9 Dec 2019)
  • Oculus Wealth Management (Wessex) Limited

    FRN 930010

    • (1)Employed By (since 15 Oct 2020)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • CF30 Customer (1 Nov 2007 to 13 Dec 2011)
    • CF21 Investment Adviser (16 Apr 2007 to 31 Oct 2007)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (26 Apr 2006 to 17 Apr 2007)
    • CF22 Investment Adviser (Trainee) (31 Aug 2004 to 26 Apr 2006)
  • Liverpool Victoria Financial Services Limited (no longer approved here)

    FRN 110035

    • CF21 Investment Adviser (20 May 2002 to 26 Sep 2003)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 20 May 2002)
  • Liverpool Victoria Life Company Limited (no longer approved here)

    FRN 110423

    • CF21 Investment Adviser (20 May 2002 to 26 Sep 2003)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 20 May 2002)

Recent activity

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

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