Samuel Martin

Last updated
1 week ago
Watch for changes

Where they hold approval

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

  • My Pension Expert Limited

    FRN 579999

    • 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] Client dealing (since 3 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 3 Feb 2026)
  • Shackleton Advisers Limited (no longer approved here)

    FRN 163291

    • [FCA CF] Client dealing (17 Jan 2025 to 23 Jan 2026)
    • [FCA CF] Functions requiring qualifications (17 Jan 2025 to 23 Jan 2026)
  • James McKenzie Financial Planning Ltd (no longer approved here)

    FRN 802432

    • (3)Employed By (7 May 2024 to 3 Jan 2025)
  • Global WealthMAP Ltd (no longer approved here)

    FRN 827170

    • CF30 Customer (7 May 2024 to 3 Jan 2025)
    • [FCA CF] Client dealing (7 Mar 2024 to 2 Jan 2025)
    • [FCA CF] Functions requiring qualifications (7 Mar 2024 to 2 Jan 2025)

Recent activity

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

No changes recorded yet.