Susan Martin

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • Appointed representative dealing with clients for which they require qualification (1 Dec 2020 to 1 Dec 2024)
    • CF1 Director (AR) (6 Nov 2020 to 2 Jan 2025)
    • CF30 Customer (6 Nov 2020 to 3 Dec 2024)
    • [FCA CF] Functions requiring qualifications (6 Aug 2020 to 30 Nov 2020)
    • [FCA CF] Client dealing (6 Aug 2020 to 30 Nov 2020)
  • Allocate Wealth Management LTD (no longer approved here)

    FRN 926643

    • (1)Employed By (6 Nov 2020 to 2 Jan 2025)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 11 Nov 2012)
    • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
  • HBOS Investment Fund Managers Limited (no longer approved here)

    FRN 119223

    • CF21 Investment Adviser (24 Sep 2002 to 5 Jun 2003)

Recent activity

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

  1. controlled function removed: Employed By at Allocate Wealth Management LTD

  2. controlled function added: (1)Employed By at Allocate Wealth Management LTD