Vincent Gerard Molloy

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.

  • Craven Street Financial Planning Limited

    FRN 135202

    • 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)
    • CF30 Customer (since 23 Jun 2024)
    • Appointed representative dealing with clients for which they require qualification (since 23 Jun 2024)
    • [FCA CF] Client dealing (since 1 Mar 2024)
    • [FCA CF] Functions requiring qualifications (since 1 Mar 2024)
  • KRESTON REEVES FINANCIAL PLANNING SERVICES LIMITED

    FRN 971317

    • (3)Employed By (since 23 Jun 2024)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • Appointed representative dealing with clients for which they require qualification (16 Feb 2022 to 27 Jul 2022)
    • CF30 Customer (22 Dec 2021 to 22 Jul 2022)
  • Threshold Wealth Management Ltd (no longer approved here)

    FRN 961020

    • Employed By (22 Dec 2021 to 22 Jul 2022)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Mar 2022)
    • CF30 Customer (13 Apr 2018 to 7 Mar 2022)
  • Threshold Financial Services Limited (no longer approved here)

    FRN 429594

    • Employed By (13 Apr 2018 to 22 Jul 2022)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (7 Jul 2011 to 30 Apr 2012)
  • XPAT Limited (no longer approved here)

    FRN 459255

    • CF30 Customer (1 Nov 2007 to 19 Dec 2008)
    • CF22 Investment Adviser (Trainee) (5 Jul 2007 to 31 Oct 2007)

Recent activity

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

  1. controlled function removed: Employed By at KRESTON REEVES FINANCIAL PLANNING SERVICES LIMITED

  2. controlled function added: (3)Employed By at KRESTON REEVES FINANCIAL PLANNING SERVICES LIMITED