Simon Luke Bonnett

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.

  • Beckett Financial Services Limited

    FRN 138104

    • 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)
    • CF30 Customer (14 Apr 2016 to 8 Dec 2019)
  • Fiducia Wealth Management Limited (no longer approved here)

    FRN 408210

    • CF1 Director (8 Jun 2015 to 4 Apr 2016)
    • CF30 Customer (17 Sep 2012 to 4 Apr 2016)
  • ARBUTHNOT LATHAM & CO., LIMITED (no longer approved here)

    FRN 143336

    • CF30 Customer (10 Dec 2007 to 10 Sep 2010)

Recent activity

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

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