Samuel John Lakin

Last updated
3 weeks ago
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Where they hold approval

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

  • Fairstone Wealth Management Limited

    FRN 188596

    • 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] Functions requiring qualifications (since 18 Nov 2024)
    • [FCA CF] Client dealing (since 18 Nov 2024)
  • Kingsland Wealth Management Limited (no longer approved here)

    FRN 211899

    • (7)Employed By (5 Nov 2024 to 8 Apr 2025)
  • Pi Financial Ltd (no longer approved here)

    FRN 186419

    • CF30 Customer (26 Oct 2021 to 8 Apr 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 8 Apr 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Apr 2025)

Recent activity

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

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