Paul James McCoubrey

Last updated
6 days ago
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Where they hold approval

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

  • Navigate IFA Ltd

    FRN 919807

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Responsible for Insurance Distribution (since 25 Jan 2024)
    • SMF16 Compliance Oversight (since 25 Jan 2024)
    • [FCA CF] Manager of certification employee (since 10 Jan 2022)
    • [FCA CF] Client dealing (since 1 Oct 2020)
    • [FCA CF] Functions requiring qualifications (since 1 Oct 2020)
    • Responsibility for MCD Intermediation (since 11 Aug 2020)
    • SMF3 Executive Director (since 11 Aug 2020)
  • First Complete Limited

    FRN 435779

    • CF1 Director (AR) (since 24 Oct 2018)
  • Navigate Mortgages Ltd

    FRN 819962

    • (2)Employed By (since 24 Oct 2018)
  • Expert Pensions Advice LLP (no longer approved here)

    FRN 746548

    • SMF27 Partner (9 Dec 2019 to 1 Oct 2020)
    • CF30 Customer (14 Nov 2016 to 8 Dec 2019)
    • Responsibility for MCD Intermediation (14 Nov 2016 to 1 Oct 2020)
    • CF4 Partner (14 Nov 2016 to 8 Dec 2019)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF30 Customer (1 Oct 2015 to 11 Nov 2016)
  • Navigate Independent Financial Advisors LLP (no longer approved here)

    FRN 646915

    • Employed By (1 Oct 2015 to 11 Nov 2016)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF1 Director (AR) (7 May 2009 to 19 Nov 2010)
  • View Financial Services Ltd (no longer approved here)

    FRN 500377

    • Employed By (7 May 2009 to 19 Nov 2010)
  • Northern Bank Limited (no longer approved here)

    FRN 122261

    • CF21 Investment Adviser (16 Dec 2003 to 12 Sep 2006)
    • CF22 Investment Adviser (Trainee) (16 Aug 2002 to 16 Dec 2003)

Recent activity

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

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