Robert Lallo

Last updated
2 days ago
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Where they hold approval

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

  • Fairstone Financial Management Limited

    FRN 475973

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 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 19 Mar 2026)
    • [FCA CF] Client dealing (since 19 Mar 2026)
  • Sandringham Financial Partners Limited (no longer approved here)

    FRN 581304

    • [FCA CF] Client dealing (9 Dec 2019 to 10 Mar 2026)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Mar 2026)
    • CF30 Customer (21 Jun 2019 to 8 Dec 2019)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF1 Director (AR) (26 Jun 2012 to 18 Mar 2013)
    • CF30 Customer (6 Sep 2011 to 20 Jun 2013)
  • Cover 4 Less Ltd (no longer approved here)

    FRN 582665

    • Employed By (26 Jun 2012 to 18 Mar 2013)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (12 Aug 2008 to 26 Jul 2010)

Recent activity

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

No changes recorded yet.