Peter Simon Blant

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.

  • Leodis Wealth Limited

    FRN 707896

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 13 May 2024)
    • [FCA CF] Client dealing (since 13 May 2024)
  • Milestone FP Ltd (no longer approved here)

    FRN 779397

    • SMF3 Executive Director (13 Dec 2023 to 20 Mar 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 May 2024)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 May 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 10 May 2024)
    • CF30 Customer (21 Nov 2017 to 17 May 2024)
  • Milestone JV LLP (no longer approved here)

    FRN 750108

    • (1)Employed By (30 Jun 2017 to 9 Nov 2017)
  • Grant Thornton UK LLP (no longer approved here)

    FRN 231791

    • CF30 Customer (6 Apr 2010 to 7 Oct 2010)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (4 Dec 2008 to 14 Aug 2009)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF21 Investment Adviser (30 Jan 2003 to 10 Mar 2006)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 30 Jan 2003)

Recent activity

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

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