Richard Atkinson

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.

  • Fairstone Financial Management Limited

    FRN 475973

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 8 Feb 2024)
    • [FCA CF] Client dealing (since 8 Feb 2024)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • [FCA CF] Client dealing (9 Dec 2019 to 12 Feb 2024)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Feb 2024)
    • CF30 Customer (22 Dec 2017 to 12 Feb 2024)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (9 May 2016 to 31 Dec 2017)
  • Anstee & Co Limited (no longer approved here)

    FRN 577360

    • CF30 Customer (21 Jan 2014 to 21 Apr 2016)
  • Quy Long Financial Services Ltd (no longer approved here)

    FRN 182700

    • (5)Employed By (11 Oct 2011 to 28 Dec 2012)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (8 Sep 2010 to 23 Nov 2011)
  • CAERUS Wealth Ltd (no longer approved here)

    FRN 525931

    • Employed By (8 Sep 2010 to 12 Feb 2024)

Recent activity

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

No changes recorded yet.