Richard Charles Forrest

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.

  • Fiveways Financial Planning Limited

    FRN 608678

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (12 May 2014 to 11 Feb 2022)
  • The Whitechurch Network Limited (no longer approved here)

    FRN 190859

    • CF30 Customer (10 Apr 2012 to 11 May 2014)
  • Churchill Investments Plc (no longer approved here)

    FRN 182363

    • CF30 Customer (20 Jun 2011 to 23 Mar 2012)
  • Jeremy Charles & Co (no longer approved here)

    FRN 191644

    • (1)Employed By (20 Apr 2000 to 8 Nov 2004)

Recent activity

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

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