Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Generation Financial Services Ltd
FRN 498748
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Client dealing (since 19 Aug 2025)
- [FCA CF] Functions requiring qualifications (since 19 Aug 2025)
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- CF30 Customer (4 Nov 2023 to 16 Jul 2025)
- Appointed representative dealing with clients for which they require qualification (19 Jun 2023 to 16 Jul 2025)
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- (3)Employed By (4 Nov 2023 to 16 Jul 2025)
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- [FCA CF] Client dealing (9 Dec 2019 to 14 Oct 2022)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.