Paul Powell

Last updated
3 weeks ago
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Where they hold approval

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

  • Gerrard Stuart Financial Services Limited

    FRN 182023

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (since 8 Feb 2012)
    • CF1 Director (AR) (since 10 Apr 2008)
  • Marshall James Limited

    FRN 474164

    • (1)Employed By (since 10 Apr 2008)
  • JLT Wealth Management Limited (no longer approved here)

    FRN 196619

    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2003)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2003)

Recent activity

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

No changes recorded yet.