Patrick Marcus Gray

Last updated
2 days ago
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Where they hold approval

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

  • Benchmark Financial Planning Limited

    FRN 227247

    • Employed By (since 2 Sep 2024)
  • Best Practice IFA Group Limited

    FRN 223112

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 9A. Advising on P2P agreements
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (since 29 May 2012)
  • Champain Financial Services Ltd (no longer approved here)

    FRN 415910

    • Employed By (29 May 2012 to 2 Sep 2024)
  • Craven Slater & Associates Ltd (no longer approved here)

    FRN 230194

    • Employed By (20 Jan 2012 to 8 Jun 2012)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (1 Nov 2007 to 8 Jun 2012)
    • CF21 Investment Adviser (25 Jan 2005 to 31 Oct 2007)
    • CF1 Director (AR) (25 Jan 2005 to 27 Jan 2012)
  • Chesterford Wealth Management Group (no longer approved here)

    FRN 423743

    • Employed By (25 Jan 2005 to 27 Jan 2012)

Recent activity

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

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