Timothy Lloyd Brienza

Last updated
2 weeks ago
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Where they hold approval

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

  • MONTPELLIER ASSET MANAGEMENT LIMITED

    FRN 521333

    • 9A. Advising on P2P agreements
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 19 Nov 2024)
    • [FCA CF] Client dealing (since 19 Nov 2024)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • CF30 Customer (23 Aug 2021 to 5 Nov 2024)
    • [FCA CF] Client dealing (23 Aug 2021 to 20 Nov 2024)
    • Appointed representative dealing with clients for which they require qualification (23 Aug 2021 to 20 Nov 2024)
  • Brunel Wealth Limited (no longer approved here)

    FRN 918260

    • Employed By (23 Aug 2021 to 5 Nov 2024)
  • Attivo Financial Services Limited (no longer approved here)

    FRN 462105

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 May 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 May 2020)
    • CF30 Customer (5 Dec 2017 to 5 May 2020)
  • Attivo Financial Planning Limited (no longer approved here)

    FRN 451967

    • Employed By (7 Dec 2017 to 5 May 2020)

Recent activity

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

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