Paul Roger Timby

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.

  • The Whitechurch Network Limited

    FRN 190859

    • 9A. Advising on P2P agreements
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 6 Jul 2012)
    • CF30 Customer (3 Feb 2012 to 26 Apr 2012)
  • First Capital Independent Financial Advisers Limited

    FRN 409249

    • (6)Employed By (since 6 Jul 2012)
    • (7)Employed By (3 Feb 2012 to 26 Apr 2012)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (26 Jun 2009 to 14 Nov 2012)
  • Liberty Partnership Limited (no longer approved here)

    FRN 472792

    • CF30 Customer (19 May 2008 to 31 Jul 2009)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (18 Nov 2005 to 1 Mar 2006)
    • CF22 Investment Adviser (Trainee) (25 Feb 2004 to 18 Nov 2005)
  • Scottish Widows Unit Trust Managers Limited (no longer approved here)

    FRN 122129

    • CF22 Investment Adviser (Trainee) (17 Jul 2002 to 17 Jul 2002)

Recent activity

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

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