Thomas Luke Charles Reed

Last updated
2 days ago
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Where they hold approval

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

  • CB FINANCIAL ADVISERS LLP

    FRN 489484

    • 12. Giving personal recommendations on and dealing in 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)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (since 2 Aug 2017)
    • CF1 Director (AR) (6 Oct 2022 to 8 Oct 2025)
    • SMF17 Money Laundering Reporting Officer (MLRO) (31 Aug 2022 to 3 Jun 2025)
    • SMF27 Partner (31 Aug 2022 to 3 Jun 2025)
  • Coole Bevis Wealth Management Ltd

    FRN 515456

    • Employed By (since 11 Aug 2017)
  • Bennett Griffin Wealth Management Limited (no longer approved here)

    FRN 727491

    • Employed By (11 Aug 2017 to 15 Sep 2022)
  • Montfort International Limited (no longer approved here)

    FRN 181199

    • CF30 Customer (18 Sep 2013 to 21 Aug 2017)

Recent activity

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

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