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
- CF30 Customer (since 8 Aug 2023)
- CF1 Director (AR) (since 8 Aug 2023)
- Appointed representative dealing with clients for which they require qualification (since 1 Aug 2023)
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Calon Wealth Management Ltd
FRN 1000990
- Employed By (since 8 Aug 2023)
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- CF30 Customer (30 Oct 2013 to 10 Dec 2013)
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- Employed By (30 Oct 2013 to 10 Dec 2013)
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- CF30 Customer (2 Feb 2010 to 26 Apr 2013)
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- CF30 Customer (20 Nov 2008 to 22 Jan 2009)
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- CF30 Customer (20 Nov 2008 to 22 Jan 2009)
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- CF30 Customer (1 Nov 2007 to 30 Sep 2008)
- CF21 Investment Adviser (12 Feb 2007 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.