Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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MENZIES WEALTH MANAGEMENT LIMITED
FRN 486548
- 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 10 Nov 2025)
- [FCA CF] Functions requiring qualifications (since 29 Aug 2024)
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- [FCA CF] Functions requiring qualifications (17 Oct 2022 to 28 Feb 2023)
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- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Oct 2022)
- [FCA CF] Client dealing (9 Dec 2019 to 12 Oct 2022)
- CF30 Customer (12 Oct 2011 to 10 Oct 2013)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.