Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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 1 Sep 2025)
- [FCA CF] Client dealing (since 1 Sep 2025)
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- [FCA CF] Functions requiring qualifications (2 May 2023 to 29 Aug 2025)
- [FCA CF] Client dealing (2 May 2023 to 29 Aug 2025)
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- [FCA CF] Client dealing (13 Apr 2022 to 1 May 2023)
- [FCA CF] Functions requiring qualifications (13 Apr 2022 to 1 May 2023)
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- CF30 Customer (30 Jun 2020 to 20 Dec 2021)
- [FCA CF] Client dealing (30 Jun 2020 to 4 Apr 2022)
- Appointed representative dealing with clients for which they require qualification (17 Feb 2020 to 4 Apr 2022)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.