Toni Maynard

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.

  • Fairstone Financial Management Limited

    FRN 475973

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 2 Nov 2021)
    • [FCA CF] Functions requiring qualifications (since 2 Nov 2021)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (4 Feb 2013 to 21 Mar 2013)
    • CF1 Director (AR) (21 Mar 2011 to 27 Jul 2011)
  • Beech Financial Services Ltd (no longer approved here)

    FRN 539536

    • Employed By (21 Mar 2011 to 8 Dec 2019)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (1 Nov 2007 to 21 Mar 2008)
    • CF21 Investment Adviser (29 Apr 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (4 Jan 2005 to 29 Apr 2005)
  • CFS Wealth Management LLP (no longer approved here)

    FRN 220844

    • Employed By (10 Dec 2003 to 21 Mar 2008)

Recent activity

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

No changes recorded yet.