Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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BEESURE LTD
FRN 832417
- 7. Giving personal recommendations on long-term care insurance contracts
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Responsibility for MCD Intermediation (since 11 Jun 2021)
- CF1 Director (AR) (since 28 May 2021)
- CF30 Customer (since 28 May 2021)
- Appointed representative dealing with clients for which they require qualification (since 12 Aug 2020)
- [FCA CF] Client dealing (since 12 Aug 2020)
- [FCA CF] Manager of certification employee (since 1 Mar 2020)
- SMF16 Compliance Oversight (since 9 Dec 2019)
- SMF3 Executive Director (since 9 Dec 2019)
- CF30 Customer (9 Oct 2019 to 8 Dec 2019)
- CF1 Director (9 Oct 2019 to 8 Dec 2019)
- CF10 Compliance Oversight (9 Oct 2019 to 8 Dec 2019)
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Beesure Financial Planning Limited
FRN 930708
- Employed By (since 28 May 2021)
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- CF30 Customer (24 Sep 2018 to 12 Apr 2019)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.