Michael John Furniss

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.

  • FRANCIS CLARK FINANCIAL PLANNING LIMITED

    FRN 433591

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 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)
    • [FCA CF] Functions requiring qualifications (since 26 Feb 2024)
    • [FCA CF] Client dealing (since 26 Feb 2024)
  • Coutts & Company (no longer approved here)

    FRN 122287

    • CF30 Customer (23 Dec 2010 to 2 Dec 2011)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 15 Sep 2008)
    • CF21 Investment Adviser (7 Aug 2007 to 31 Oct 2007)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF21 Investment Adviser (7 Sep 2004 to 6 Feb 2006)
    • CF22 Investment Adviser (Trainee) (18 Dec 2003 to 31 Aug 2004)

Recent activity

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

No changes recorded yet.