Paul Gibson

Last updated
1 week ago
Watch for changes

Where they hold approval

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

  • Granite Financial Planning Ltd

    FRN 734432

    • 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
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF1 Director (1 Jul 2016 to 8 Dec 2019)
    • CF10 Compliance Oversight (1 Jul 2016 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (1 Jul 2016 to 8 Dec 2019)
    • CF30 Customer (1 Jul 2016 to 8 Dec 2019)
    • Responsible for Insurance Mediation (1 Jul 2016 to 30 Sep 2018)
  • CARBON FINANCIAL PARTNERS LIMITED (no longer approved here)

    FRN 536900

    • CF30 Customer (12 Jun 2012 to 6 Jan 2016)
  • CBW Financial Planning Limited (no longer approved here)

    FRN 182357

    • (36)CF30 Customer (18 Feb 2008 to 2 Mar 2012)
  • Grant Thornton UK LLP (no longer approved here)

    FRN 231791

    • CF22 Investment Adviser (Trainee) (5 Feb 2007 to 19 Sep 2007)
  • Atholl Scott Financial Services Limited (no longer approved here)

    FRN 136917

    • CF24 Pension Transfer Specialist (2 Nov 2005 to 22 Dec 2006)
    • CF10 Compliance Oversight (6 Apr 2005 to 22 Dec 2006)
    • CF1 Director (6 Apr 2005 to 22 Dec 2006)
    • CF8 Apportionment and Oversight (6 Apr 2005 to 22 Dec 2006)
    • CF21 Investment Adviser (1 Dec 2001 to 22 Dec 2006)

Recent activity

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

  1. controlled function added: (36)CF30 Customer at CBW Financial Planning Limited