Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
Corbel Partners Limited
FRN 429142
- 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
- Appointed representative dealing with clients for which they require qualification (since 12 Feb 2025)
- [FCA CF] Client dealing (since 12 Feb 2025)
- [FCA CF] Functions requiring qualifications (since 12 Feb 2025)
- CF30 Customer (since 22 Jan 2025)
-
Revelstone Financial Planning Limited
FRN 223889
- (3)Employed By (since 22 Jan 2025)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.