Nicolette Malan

Last updated
2 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

    • 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)
    • 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
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • CF30 Customer (since 6 Nov 2025)
    • [FCA CF] Client dealing (since 6 Nov 2025)
    • Appointed representative dealing with clients for which they require qualification (since 6 Nov 2025)
  • Benchmark Financial Planning Limited

    FRN 227247

    • Employed By (since 6 Nov 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (30 Dec 2022 to 24 Nov 2025)
    • CF30 Customer (22 Dec 2022 to 24 Nov 2025)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (530)Employed By (22 Dec 2022 to 1 Dec 2025)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • [FCA CF] Functions requiring qualifications (28 Feb 2022 to 7 Dec 2022)
    • [FCA CF] Client dealing (28 Feb 2022 to 7 Dec 2022)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (19 Nov 2021 to 19 Jan 2022)

Recent activity

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

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