Michael John Shepherd

Last updated
3 weeks ago
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Where they hold approval

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

  • Best Practice IFA Group Limited

    FRN 223112

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 9A. Advising on P2P agreements
    • 12. Giving personal recommendations on and dealing in 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
    • [FCA CF] Client dealing (since 26 Apr 2023)
    • Appointed representative dealing with clients for which they require qualification (since 26 Apr 2023)
    • CF1 Director (AR) (since 13 Apr 2023)
    • CF30 Customer (since 13 Apr 2023)
  • Peak Life Financial Planning Ltd

    FRN 994600

    • (1)Employed By (since 13 Apr 2023)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 20 Sep 2010)
    • CF22 Investment Adviser (Trainee) (20 Jun 2007 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.