Simon Nicholas Porter

Last updated
3 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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 9A. Advising on P2P agreements
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 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
    • CF1 Director (AR) (since 24 Sep 2020)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 12 Sep 2017)
  • Porter & Company (IFA) Ltd

    FRN 923345

    • (1)Employed By (since 24 Sep 2020)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (26 Jan 2017 to 21 Feb 2017)
  • HJP Wealth Management Ltd (no longer approved here)

    FRN 769912

    • (10)Employed By (26 Jan 2017 to 21 Feb 2017)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (29 Mar 2010 to 20 Oct 2011)
  • AJ Bell Securities Limited (no longer approved here)

    FRN 155593

    • CF21 Investment Adviser (22 May 2003 to 6 Oct 2003)
    • CF26 Customer Trading (6 May 2003 to 6 Oct 2003)

Recent activity

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

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