Robert Daniel Branfield

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.

  • Philip Binfield Limited

    FRN 147666

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 17. Administrative functions in relation to managing investments
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 19. Administrative functions in relation to the operation of stakeholder pension schemes
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 22. Designing scripted questions for execution-only sales of equity release transactions
    • 23. Overseeing execution-only sales on a day-to-day basis in relation to equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 20 Jan 2025)
    • [FCA CF] Functions requiring qualifications (since 20 Jan 2025)
  • Austyn Smith Associates Limited (no longer approved here)

    FRN 628867

    • [FCA CF] Functions requiring qualifications (4 Dec 2023 to 30 Oct 2024)
    • [FCA CF] Client dealing (4 Dec 2023 to 30 Oct 2024)
  • Gracechurch Wealth Management LLP (no longer approved here)

    FRN 454766

    • CF30 Customer (5 Sep 2022 to 3 Nov 2023)
    • [FCA CF] Client dealing (30 Aug 2022 to 3 Nov 2023)
    • [FCA CF] Functions requiring qualifications (30 Aug 2022 to 3 Nov 2023)
  • Magma Wealth Management Limited (no longer approved here)

    FRN 572383

    • (1)Employed By (5 Sep 2022 to 3 Nov 2023)
  • PERSPECTIVE (SOUTH EAST) LIMITED (no longer approved here)

    FRN 178690

    • Appointed representative dealing with clients for which they require qualification (9 Apr 2020 to 26 Aug 2022)
    • [FCA CF] Client dealing (9 Apr 2020 to 26 Aug 2022)
    • CF30 Customer (9 Apr 2020 to 31 Aug 2022)

Recent activity

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

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