Timothy Richard McCollum

Last updated
3 weeks ago
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Where they hold approval

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

  • Lodge Financial Advice Ltd

    FRN 229554

    • 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 22 Nov 2023)
    • [FCA CF] Functions requiring qualifications (since 22 Nov 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (6 Mar 2023 to 15 Sep 2023)
    • Appointed representative dealing with clients for which they require qualification (9 Jan 2023 to 15 Sep 2023)
  • Devine Wealth Management (no longer approved here)

    FRN 524410

    • (2)Employed By (6 Mar 2023 to 15 Sep 2023)

Recent activity

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

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