Peter Ioannou

Last updated
1 week ago
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Where they hold approval

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

  • Shackleton Advisers Limited

    FRN 163291

    • 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)
    • [FCA CF] Functions requiring qualifications (since 26 Sep 2025)
    • [FCA CF] Client dealing (since 26 Sep 2025)
  • TWC Financial Limited (no longer approved here)

    FRN 968366

    • Employed By (23 Nov 2023 to 11 Aug 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (29 Oct 2020 to 11 Aug 2025)
    • CF30 Customer (15 Oct 2020 to 11 Aug 2025)
  • Trowlock Wealth Management LLP (no longer approved here)

    FRN 597650

    • (3)Employed By (15 Oct 2020 to 4 Dec 2023)
  • Scottish Widows Schroder Personal Wealth Limited (no longer approved here)

    FRN 830170

    • [FCA CF] Client dealing (22 May 2020 to 1 Oct 2020)
    • [FCA CF] Functions requiring qualifications (22 May 2020 to 1 Oct 2020)
    • CF30 Customer (4 Jun 2019 to 8 Dec 2019)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 6 Mar 2016)
    • CF21 Investment Adviser (18 Feb 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (7 Mar 2003 to 18 Feb 2004)

Recent activity

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

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