Paul Davey

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.

  • Beyond Advice Group Ltd

    FRN 830162

    • 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] Client dealing (since 17 Jan 2022)
    • [FCA CF] Functions requiring qualifications (since 17 Jan 2022)
  • Pi Financial Ltd (no longer approved here)

    FRN 186419

    • CF1 Director (AR) (12 Jan 2009 to 5 Dec 2011)
    • CF30 Customer (12 Jan 2009 to 5 Dec 2011)
    • Responsible for Insurance Mediation (9 Jan 2009 to 20 Apr 2009)
    • CF1 Director (9 Jan 2009 to 10 Nov 2009)
  • Castlegate Financial Planning Ltd (no longer approved here)

    FRN 490001

    • Employed By (9 Jan 2009 to 5 Dec 2011)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (18 Aug 2008 to 23 Jan 2009)
  • ABERDEEN PLATFORM LIMITED (no longer approved here)

    FRN 188796

    • CF21 Investment Adviser (1 Dec 2001 to 31 Jul 2002)

Recent activity

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

No changes recorded yet.