Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Best Practice IFA Group Limited
FRN 223112
- 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 9A. Advising on P2P agreements
- 21. Advising or arranging (bringing about) equity release transactions
- 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 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)
- 7. Giving personal recommendations on long-term care insurance contracts
- [FCA CF] Client dealing (since 11 Oct 2023)
- Appointed representative dealing with clients for which they require qualification (since 11 Oct 2023)
- CF1 Director (AR) (since 8 Aug 2023)
- CF30 Customer (since 8 Aug 2023)
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Dynamic Financial Planning Ltd
FRN 1001055
- (1)Employed By (since 8 Aug 2023)
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- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Apr 2023)
- [FCA CF] Client dealing (9 Dec 2019 to 11 Apr 2023)
- CF30 Customer (7 Feb 2014 to 8 Dec 2019)
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- [FCA CF] Client dealing (9 Dec 2019 to 13 Apr 2023)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 13 Apr 2023)
- CF30 Customer (19 Aug 2013 to 8 Dec 2019)
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- CF30 Customer (31 Aug 2017 to 1 Jul 2018)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.