Max McIntosh

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.

  • Fitzallan Ltd

    FRN 401398

    • 9A. Advising on P2P agreements
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 1 Nov 2021)
    • [FCA CF] Client dealing (since 1 Nov 2021)
  • TrinityBridge Limited (no longer approved here)

    FRN 119329

    • [FCA CF] Client dealing (9 Dec 2019 to 18 Aug 2021)

Recent activity

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

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