Simon Megson

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.

  • Inco Financial Limited

    FRN 991017

    • (4)Employed By (since 14 Feb 2023)
  • 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
    • 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)
    • CF30 Customer (since 4 Nov 2020)
    • CF1 Director (AR) (since 4 Nov 2020)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
  • Concept Wealth Limited (no longer approved here)

    FRN 935289

    • Employed By (28 Mar 2023 to 4 Apr 2023)
  • KW Wealth Planning Limited (no longer approved here)

    FRN 114694

    • CF30 Customer (23 Jul 2019 to 8 Dec 2019)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF30 Customer (25 Aug 2016 to 21 Oct 2020)
  • WFI Financial LLP (no longer approved here)

    FRN 587586

    • Employed By (25 Aug 2016 to 21 Oct 2020)
  • Lifetime Financial Management Intermediaries Ltd (no longer approved here)

    FRN 225795

    • CF30 Customer (27 Feb 2014 to 18 Aug 2016)

Recent activity

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

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