Paul David Heath

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • Brooks Macdonald Asset Management Limited

    FRN 184918

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Manager of certification employee (since 1 Feb 2021)
    • [FCA CF] Functions requiring qualifications (since 16 Nov 2020)
    • [FCA CF] Client dealing (since 16 Nov 2020)
    • CF30 Customer (5 Jun 2019 to 8 Dec 2019)
  • Blackadders Wealth Management LLP (no longer approved here)

    FRN 738512

    • (18)CF30 Customer (16 Feb 2018 to 6 Jun 2019)

Recent activity

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

  1. controlled function added: (18)CF30 Customer at Blackadders Wealth Management LLP