Warren James Bentham

Last updated
1 week ago
Watch for changes

Where they hold approval

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

  • Cullen Wealth Limited

    FRN 224355

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 22 Jan 2025)
    • [FCA CF] Client dealing (since 22 Jan 2025)
  • WREN STERLING FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 665653

    • [FCA CF] Functions requiring qualifications (11 Nov 2022 to 31 Dec 2024)
    • [FCA CF] Client dealing (11 Nov 2022 to 31 Dec 2024)
  • Apogee Wealth Management Limited (no longer approved here)

    FRN 503713

    • [FCA CF] Functions requiring qualifications (5 Feb 2020 to 31 Jul 2022)
    • [FCA CF] Client dealing (5 Feb 2020 to 31 Jul 2022)
  • 75point3@williamsdenton Ltd (no longer approved here)

    FRN 219890

    • (3)Employed By (23 Oct 2013 to 31 Jan 2020)
  • D.R.E. & Co Financial Planning LLP (no longer approved here)

    FRN 469570

    • (3)Employed By (23 Oct 2013 to 31 Jan 2020)
  • 75point3 Financial Planning LLP (no longer approved here)

    FRN 592102

    • (3)Employed By (23 Oct 2013 to 31 Jan 2020)
  • 75point3 Limited (no longer approved here)

    FRN 418618

    • CF30 Customer (22 Sep 2008 to 31 Jan 2020)
  • Hamilton Mortgages Ltd (no longer approved here)

    FRN 414447

    • (3)Employed By (16 Aug 2006 to 31 Jan 2020)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (30 Nov 2005 to 30 Jul 2007)
    • CF22 Investment Adviser (Trainee) (2 Mar 2005 to 30 Nov 2005)

Recent activity

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

  1. controlled function removed: Employed By at 75point3 Financial Planning LLP

  2. controlled function added: (3)Employed By at 75point3 Financial Planning LLP