Michael Chaplin-Kelly

Last updated
1 week ago
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Where they hold approval

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

  • Beacon Wealth Management Limited

    FRN 526604

    • 9A. Advising on P2P agreements
    • 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 3 Jan 2024)
    • [FCA CF] Client dealing (since 3 Jan 2024)
  • Absolute Sense Independent Financial Advisers Limited (no longer approved here)

    FRN 828966

    • [FCA CF] Functions requiring qualifications (5 May 2021 to 19 Dec 2023)
    • [FCA CF] Client dealing (5 May 2021 to 19 Dec 2023)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • [FCA CF] Client dealing (9 Dec 2019 to 7 Jan 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Jan 2021)
    • CF30 Customer (11 Jun 2019 to 8 Dec 2019)

Recent activity

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

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