Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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M&G ADVICE PARTNERS LIMITED
FRN 584256
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 1 Aug 2020)
- CF30 Customer (since 29 Jun 2020)
- CF1 Director (AR) (since 29 Jun 2020)
- CF30 Customer (9 Sep 2013 to 8 Dec 2019)
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Atkinson Financial Planning Limited
FRN 927546
- Employed By (since 29 Jun 2020)
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- CF30 Customer (27 Feb 2012 to 9 Sep 2013)
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- CF30 Customer (10 Jun 2010 to 13 Jan 2012)
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- CF30 Customer (23 Feb 2009 to 16 Apr 2010)
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- CF30 Customer (12 Jun 2008 to 16 Jan 2009)
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- CF30 Customer (1 Nov 2007 to 13 May 2008)
- CF21 Investment Adviser (4 Apr 2006 to 26 Apr 2006)
- CF22 Investment Adviser (Trainee) (23 Mar 2005 to 4 Apr 2006)
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- CF21 Investment Adviser (20 Jan 2005 to 18 Feb 2005)
- CF22 Investment Adviser (Trainee) (30 Apr 2004 to 20 Jan 2005)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.