Robert James Mansfield

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.

  • HOLYOAKES GROUP LIMITED

    FRN 426166

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 1 Apr 2025)
    • Appointed representative dealing with clients for which they require qualification (since 1 Apr 2025)
    • CF30 Customer (since 28 Feb 2025)
  • Corpad Wealth Management Ltd

    FRN 939654

    • Employed By (since 28 Feb 2025)
  • MEDICAL + DENTAL FINANCIAL PLANNING SERVICES LTD (no longer approved here)

    FRN 625541

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2025)
    • CF30 Customer (1 Jul 2015 to 8 Dec 2019)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 1 Oct 2015)
    • CF21 Investment Adviser (12 Aug 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (24 Jun 2005 to 12 Aug 2005)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (19 May 2005 to 17 Jun 2005)
    • CF22 Investment Adviser (Trainee) (26 Jan 2005 to 19 May 2005)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF21 Investment Adviser (1 Dec 2001 to 13 Dec 2004)

Recent activity

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

No changes recorded yet.