Robert Shirley

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Finli (G&P) Ltd

    FRN 142752

    • 21. Advising or arranging (bringing about) equity release transactions
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 9A. Advising on P2P agreements
    • 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)
    • CF30 Customer (since 28 Oct 2025)
    • Appointed representative dealing with clients for which they require qualification (since 28 Oct 2025)
  • Finli (Westerham) LLP

    FRN 579543

    • (2)Employed By (since 28 Oct 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF1 Director (AR) (7 Jan 2021 to 31 Oct 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Oct 2025)
    • CF30 Customer (12 Sep 2019 to 31 Oct 2025)
  • Blue Tulip Wealth Management Limited (no longer approved here)

    FRN 939910

    • Employed By (7 Jan 2021 to 31 Oct 2025)
  • Hall & Gertski Wealth Management Ltd (no longer approved here)

    FRN 583363

    • (14)Employed By (12 Sep 2019 to 11 Jan 2021)
  • CANACCORD GENUITY ASSET MANAGEMENT LIMITED (no longer approved here)

    FRN 209741

    • CF30 Customer (21 Feb 2017 to 16 Sep 2019)

Recent activity

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

  1. controlled function removed: Employed By at Finli (Westerham) LLP

  2. controlled function added: (2)Employed By at Finli (Westerham) LLP