Timothy Peter Carr

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.

  • JB Wealth Management Limited

    FRN 118513

    • 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
    • [FCA CF] Client dealing (since 26 Feb 2024)
    • [FCA CF] Functions requiring qualifications (since 26 Feb 2024)
  • First Service Financial Limited (no longer approved here)

    FRN 479175

    • [FCA CF] Functions requiring qualifications (3 Aug 2020 to 23 Feb 2024)
    • [FCA CF] Client dealing (3 Aug 2020 to 23 Feb 2024)
  • Coutts & Company (no longer approved here)

    FRN 122287

    • CF30 Customer (5 Mar 2015 to 6 Mar 2016)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (8 Apr 2014 to 30 Jan 2015)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 10 Feb 2010)
    • CF22 Investment Adviser (Trainee) (17 Sep 2007 to 31 Oct 2007)
  • Wesleyan Assurance Society (no longer approved here)

    FRN 110873

    • CF21 Investment Adviser (1 Dec 2001 to 13 Dec 2004)
  • Wesleyan Unit Trust Managers Limited (no longer approved here)

    FRN 175798

    • CF21 Investment Adviser (1 Dec 2001 to 13 Dec 2004)

Recent activity

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

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