Robert James Pocock

Last updated
6 days ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 9A. Advising on P2P agreements
    • 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 18 Feb 2025)
    • [FCA CF] Client dealing (since 18 Feb 2025)
    • CF30 Customer (since 16 Feb 2025)
  • Benchmark Financial Planning Limited

    FRN 227247

    • Employed By (since 16 Feb 2025)
  • ValidPath Limited (no longer approved here)

    FRN 197107

    • Appointed representative dealing with clients for which they require qualification (22 Jun 2023 to 31 Jan 2025)
    • CF30 Customer (19 Jun 2023 to 17 Feb 2025)
    • CF1 Director (AR) (19 Jun 2023 to 17 Feb 2025)
  • Archetype Financial Planning Limited (no longer approved here)

    FRN 996412

    • Employed By (19 Jun 2023 to 17 Feb 2025)
  • ST PAULS FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 932482

    • SMF3 Executive Director (7 Oct 2022 to 8 Feb 2023)
    • [FCA CF] Client dealing (23 Dec 2020 to 21 Jun 2023)
    • [FCA CF] Functions requiring qualifications (23 Dec 2020 to 21 Jun 2023)
  • Sense Network Limited (no longer approved here)

    FRN 465124

    • CF30 Customer (3 Apr 2018 to 18 Aug 2019)
  • Chameleon Financial Planning Ltd (no longer approved here)

    FRN 785369

    • Employed By (3 Apr 2018 to 22 Dec 2020)

Recent activity

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

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