Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Best Practice IFA Group Limited
FRN 223112
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 9A. Advising on P2P agreements
- 7. Giving personal recommendations on long-term care insurance contracts
- 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 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
- Appointed representative dealing with clients for which they require qualification (since 4 Aug 2025)
- CF30 Customer (since 4 Aug 2025)
- [FCA CF] Client dealing (since 4 Aug 2025)
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Benchmark Financial Planning Limited
FRN 227247
- Employed By (since 4 Aug 2025)
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- [FCA CF] Functions requiring qualifications (1 Dec 2022 to 7 Jul 2025)
- [FCA CF] Client dealing (1 Dec 2022 to 7 Jul 2025)
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- Appointed representative dealing with clients for which they require qualification (5 Jan 2022 to 15 Jun 2022)
- CF30 Customer (30 Dec 2021 to 15 Jun 2022)
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- CF30 Customer (22 Oct 2012 to 8 Dec 2019)
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- CF30 Customer (14 Jun 2012 to 8 Dec 2019)
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- CF21 Investment Adviser (1 Dec 2001 to 6 Jan 2006)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.