Simon John Verrechia

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • Milsted Langdon Financial Services Limited

    FRN 126457

    • 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 9 Jan 2026)
    • [FCA CF] Client dealing (since 9 Jan 2026)
    • SMF16 Compliance Oversight (since 7 Jul 2025)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 7 Jul 2025)
    • SMF3 Executive Director (since 7 Jul 2025)
    • CF1 Director (AR) (since 30 Jun 2025)
    • CF22 Investment Adviser (Trainee) (24 Nov 2003 to 25 Mar 2004)
  • Financial Planning For Professionals Limited

    FRN 523366

    • (6)Employed By (since 30 Jun 2025)
  • Chetwood Wealth Management Ltd (no longer approved here)

    FRN 195024

    • CF30 Customer (13 Jul 2012 to 30 Dec 2012)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • CF30 Customer (6 May 2009 to 20 Oct 2011)
  • Phoenix Life Limited (no longer approved here)

    FRN 110418

    • CF22 Investment Adviser (Trainee) (25 Mar 2002 to 11 Oct 2002)
  • Columbia Threadneedle Fund Management Limited (no longer approved here)

    FRN 121940

    • CF22 Investment Adviser (Trainee) (25 Mar 2002 to 1 Jul 2002)

Recent activity

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

  1. controlled function removed: Employed By at Financial Planning For Professionals Limited

  2. controlled function added: (6)Employed By at Financial Planning For Professionals Limited