Terence Burgum

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • Craven Street Financial Planning Limited

    FRN 135202

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 17 Jul 2023)
    • CF30 Customer (since 18 Jul 2022)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (6 Sep 2016 to 8 Dec 2019)
  • KRESTON REEVES FINANCIAL PLANNING SERVICES LIMITED

    FRN 971317

    • (8)Employed By (since 18 Jul 2022)
  • NatWest Markets Plc (no longer approved here)

    FRN 121882

    • CF21 Investment Adviser (16 Jul 2004 to 5 Jun 2006)
    • CF22 Investment Adviser (Trainee) (25 Nov 2003 to 16 Jul 2004)

Recent activity

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

  1. controlled function removed: Employed By at KRESTON REEVES FINANCIAL PLANNING SERVICES LIMITED

  2. controlled function added: (8)Employed By at KRESTON REEVES FINANCIAL PLANNING SERVICES LIMITED