Medina McKenzie

Last updated
6 days ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • BELVEDERE WEALTH MANAGEMENT LTD.

    FRN 950976

    • 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
    • [FCA CF] Client dealing (since 14 Sep 2023)
    • [FCA CF] Functions requiring qualifications (since 14 Sep 2023)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • Appointed representative dealing with clients for which they require qualification (31 Jan 2023 to 7 Sep 2023)
    • CF30 Customer (17 Jan 2023 to 7 Sep 2023)
    • [FCA CF] Functions requiring qualifications (29 Dec 2022 to 31 Jan 2023)
    • [FCA CF] Client dealing (29 Dec 2022 to 31 Jan 2023)
  • Octo Financial Planning Ltd (no longer approved here)

    FRN 972331

    • (4)Employed By (17 Jan 2023 to 7 Sep 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Sep 2020 to 29 Dec 2022)
    • CF30 Customer (22 Jul 2020 to 29 Dec 2022)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (328)Employed By (22 Jul 2020 to 29 Dec 2022)

Recent activity

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

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