Marvin Francis Owens

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.

  • KW Wealth Planning Limited

    FRN 114694

    • 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 28 Nov 2025)
    • [FCA CF] Client dealing (since 28 Nov 2025)
  • Park Hall Financial Services Limited (no longer approved here)

    FRN 514480

    • [FCA CF] Functions requiring qualifications (12 Sep 2024 to 21 Oct 2025)
    • [FCA CF] Client dealing (12 Sep 2024 to 21 Oct 2025)
  • Skipton Building Society (no longer approved here)

    FRN 153706

    • [FCA CF] Client dealing (1 Oct 2019 to 14 Aug 2024)
    • [FCA CF] Functions requiring qualifications (1 Oct 2016 to 14 Aug 2024)
  • SKIPTON FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 100013

    • CF30 Customer (28 Jun 2011 to 27 Oct 2016)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF30 Customer (20 Jan 2011 to 16 Jun 2011)
  • Liverpool Victoria Financial Services Limited (no longer approved here)

    FRN 110035

    • CF21 Investment Adviser (1 Dec 2001 to 8 Feb 2002)
  • Liverpool Victoria Life Company Limited (no longer approved here)

    FRN 110423

    • CF21 Investment Adviser (1 Dec 2001 to 8 Feb 2002)

Recent activity

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

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