Paul Andrew Davies

• M&G ADVICE PARTNERS LIMITED

  FRN 584256

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF1 Director (AR) (since 21 Jan 2021)
  • CF30 Customer (since 21 Jan 2021)
  • [FCA CF] Functions requiring qualifications (since 5 Aug 2020)
  • [FCA CF] Client dealing (since 5 Aug 2020)
  • CF30 Customer (9 May 2019 to 8 Dec 2019)
• Davies & Preedy Financial Planning Ltd

  FRN 938442

  • Employed By (since 21 Jan 2021)
• Prudential Distribution Limited (no longer approved here)

  FRN 194709

  • CF30 Customer (8 May 2012 to 9 Sep 2013)
• Laurel Court Associates Limited (no longer approved here)

  FRN 231749

  • CF30 Customer (9 Jan 2012 to 8 May 2012)
• Lloyds Bank PLC (no longer approved here)

  FRN 119278

  • CF30 Customer (21 Jul 2010 to 18 Nov 2011)
• Bank of Scotland plc (no longer approved here)

  FRN 169628

  • CF30 Customer (1 Nov 2007 to 20 Jul 2010)
  • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
• HBOS Investment Fund Managers Limited (no longer approved here)

  FRN 119223

  • CF21 Investment Adviser (24 Sep 2002 to 5 Jun 2003)

No changes recorded yet.