Paul Holmes

Last updated
2 weeks ago
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Where they hold approval

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

  • Savvy Financial Ltd

    FRN 579107

    • (1)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (2)18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • (6)[FCA CF] Functions requiring qualifications (since 1 Jan 2020)
    • (5)SMF3 Executive Director (since 9 Dec 2019)
    • (4)Responsible for Insurance Distribution (since 1 Oct 2018)
    • (3)Responsibility for MCD Intermediation (since 21 Mar 2016)
    • (2)CF1 Director (2 Jul 2012 to 8 Dec 2019)
    • (1)Responsible for Insurance Mediation (2 Jul 2012 to 30 Sep 2018)
  • OPUS Independent Financial Planning Limited (no longer approved here)

    FRN 529492

    • CF1 Director (1 Nov 2010 to 30 Jun 2012)
    • Responsible for Insurance Mediation (1 Nov 2010 to 30 Jun 2012)

Recent activity

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

  1. controlled function removed: 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose at Savvy Financial Ltd

  2. controlled function removed: 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies at Savvy Financial Ltd

  3. controlled function removed: Responsibility for MCD Intermediation at Savvy Financial Ltd

  4. controlled function removed: Responsible for Insurance Distribution at Savvy Financial Ltd

  5. controlled function removed: SMF3 Executive Director at Savvy Financial Ltd

  6. controlled function removed: [FCA CF] Functions requiring qualifications at Savvy Financial Ltd

  7. controlled function added: (1)Responsible for Insurance Mediation at Savvy Financial Ltd

  8. controlled function added: (2)CF1 Director at Savvy Financial Ltd

  9. controlled function added: (1)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose at Savvy Financial Ltd

  10. controlled function added: (2)18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies at Savvy Financial Ltd

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