Simon Duncan

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Partners Wealth Management LLP

    FRN 442303

    • 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] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
  • TrinityBridge Limited (no longer approved here)

    FRN 119329

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 Nov 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 16 Nov 2020)
    • CF30 Customer (12 Oct 2011 to 16 Nov 2020)
  • Place Campbell TrinityBridge Limited (no longer approved here)

    FRN 218893

    • (13)Employed By (6 Apr 2016 to 16 Nov 2020)

Recent activity

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

  1. controlled function added: (13)Employed By at Place Campbell TrinityBridge Limited