Paul Thomas Meatyard

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.

  • SOUND FINANCIAL MANAGEMENT LIMITED

    FRN 192052

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (17 Aug 2004 to 31 Oct 2007)
    • CF1 Director (17 Aug 2004 to 8 Dec 2019)
  • Mark Holt & Co Wealth Management Ltd (no longer approved here)

    FRN 209691

    • (4)Employed By (16 Apr 2012 to 26 Dec 2024)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF21 Investment Adviser (19 Jun 2003 to 3 Nov 2004)
  • Lighthouse Financial Advice Limited (no longer approved here)

    FRN 225502

    • (650)Employed By (19 Jun 2003 to 3 Nov 2004)

Recent activity

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

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