Timothy Mark Maakestad

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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Responsibility for MCD Intermediation (since 30 Aug 2023)
    • Appointed representative dealing with clients for which they require qualification (since 6 Jul 2023)
    • CF30 Customer (since 18 Jul 2022)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Significant management (9 Dec 2019 to 6 Jul 2023)
    • [FCA CF] Material risk taker (9 Dec 2019 to 6 Jul 2023)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF1 Director (1 Apr 2003 to 8 Dec 2019)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)
  • KRESTON REEVES FINANCIAL PLANNING SERVICES LIMITED

    FRN 971317

    • (7)Employed By (since 18 Jul 2022)

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: (7)Employed By at KRESTON REEVES FINANCIAL PLANNING SERVICES LIMITED