Tristan Burd

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Sandringham Financial Partners Limited

    FRN 581304

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • CF1 Director (AR) (since 25 Jun 2024)
    • CF30 Customer (since 25 Jun 2024)
    • [FCA CF] Client dealing (since 19 Aug 2020)
    • [FCA CF] Functions requiring qualifications (since 19 Aug 2020)
  • Denham & Burd Wealth Management Limited

    FRN 1014353

    • (2)Employed By (since 25 Jun 2024)
  • Marshall Zoing Limited (no longer approved here)

    FRN 222974

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Aug 2020)
    • CF30 Customer (12 Sep 2019 to 8 Dec 2019)
  • Affinity Financial Awareness Limited (no longer approved here)

    FRN 409160

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Aug 2020)
    • CF30 Customer (12 Apr 2019 to 8 Dec 2019)
  • Wealth At Work Limited (no longer approved here)

    FRN 417367

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Aug 2020)
    • CF30 Customer (12 Apr 2019 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.