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
- 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
- [FCA CF] Client dealing (since 9 Dec 2019)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 20 Jan 2016)
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Benchmark Financial Planning Limited
FRN 227247
- Employed By (since 20 Jan 2016)
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- (12)Employed By (20 Jan 2016 to 18 Mar 2019)
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- CF30 Customer (20 Jan 2016 to 1 Mar 2019)
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- (34)Employed By (17 Nov 2015 to 1 Dec 2015)
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- CF30 Customer (15 Mar 2012 to 1 Dec 2015)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function added: (34)Employed By at Place Campbell TrinityBridge Limited