Simon David Idris White

Last updated
2 weeks ago
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Where they hold approval

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

  • Best Practice IFA Group Limited

    FRN 223112

    • 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
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 2 Jun 2023)
    • [FCA CF] Client dealing (since 2 Jun 2023)
    • CF30 Customer (since 1 Jun 2023)
  • Lawrence Clarke Ltd

    FRN 131460

    • Employed By (since 1 Jun 2023)
  • Deep Blue Financial Limited (no longer approved here)

    FRN 190203

    • [FCA CF] Client dealing (20 Jun 2022 to 20 Oct 2022)
    • [FCA CF] Functions requiring qualifications (20 Jun 2022 to 20 Oct 2022)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 May 2022)
    • CF30 Customer (3 Jun 2019 to 31 May 2022)
  • Capital Planning Partners Ltd (no longer approved here)

    FRN 587076

    • Employed By (3 Jun 2019 to 31 May 2022)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF30 Customer (1 Nov 2007 to 14 Aug 2012)
    • CF21 Investment Adviser (28 Aug 2007 to 31 Oct 2007)
  • P & P Financial Services Ltd (no longer approved here)

    FRN 200101

    • (5)Employed By (15 Dec 1999 to 28 Nov 2005)

Recent activity

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

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