William John Demery

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.

  • Financial Goal Attainment Limited

    FRN 627917

    • 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] Functions requiring qualifications (since 7 Dec 2020)
    • [FCA CF] Client dealing (since 7 Dec 2020)
    • CF30 Customer (6 Jul 2016 to 8 Dec 2019)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • CF30 Customer (17 Apr 2012 to 31 Aug 2012)
  • Butlers Wharf Independent Advisers Ltd (no longer approved here)

    FRN 228451

    • Employed By (1 Jun 2010 to 22 Dec 2016)
  • Tulip Financial Management (2484) (no longer approved here)

    FRN 183044

    • (8)Employed By (1 Dec 2001 to 26 Apr 2004)

Recent activity

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

No changes recorded yet.