Paul Byron Milburn

Last updated
1 week ago
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Where they hold approval

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

  • Your Future Your Money Limited

    FRN 916202

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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] Functions requiring qualifications (since 27 Nov 2020)
    • [FCA CF] Client dealing (since 27 Nov 2020)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 23 Nov 2020)
    • Responsibility for MCD Intermediation (since 23 Nov 2020)
    • Responsible for Insurance Distribution (since 1 Jun 2020)
    • SMF3 Executive Director (since 1 Jun 2020)
    • SMF16 Compliance Oversight (since 1 Jun 2020)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF1 Director (AR) (30 Dec 2015 to 27 May 2020)
    • CF4 Partner (AR) (4 Sep 2012 to 5 Jan 2016)
    • CF30 Customer (23 Oct 2008 to 27 May 2020)
  • Your Future Your Money Ltd (no longer approved here)

    FRN 586268

    • Employed By (20 Aug 2012 to 27 May 2020)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 6 Mar 2009)
    • CF21 Investment Adviser (13 Dec 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (23 Aug 2004 to 13 Dec 2004)

Recent activity

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

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