Olivia Newman

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Shackleton Advisers Limited

    FRN 163291

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 3 Oct 2025)
    • [FCA CF] Functions requiring qualifications (since 3 Oct 2025)
  • IM ASSET MANAGEMENT LIMITED

    FRN 402770

    • 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 18 Aug 2025)
    • [FCA CF] Client dealing (since 18 Aug 2025)
  • Brooks Macdonald Asset Management Limited (no longer approved here)

    FRN 184918

    • [FCA CF] Functions requiring qualifications (9 Jun 2023 to 15 Aug 2025)
    • [FCA CF] Client dealing (15 Dec 2021 to 1 Aug 2022)

Recent activity

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

No changes recorded yet.