Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Craven Street Financial Planning Limited
FRN 135202
- 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)
- Appointed representative dealing with clients for which they require qualification (since 17 Jul 2023)
- CF30 Customer (since 5 Jul 2022)
- [FCA CF] Functions requiring qualifications (since 4 May 2021)
- [FCA CF] Client dealing (since 4 May 2021)
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- (11)Employed By (since 5 Jul 2022)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at KRESTON REEVES FINANCIAL PLANNING SERVICES LIMITED
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controlled function added: (11)Employed By at KRESTON REEVES FINANCIAL PLANNING SERVICES LIMITED