Advisers, is this your profile? Click here to confirm and add details

Michael Daly

Michael Daly of A.B.M. Consultancy is based in Downpatrick. Michael has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
CPD20 - Advising or arranging regulated mortgage contracts
CPD21 - Advising or arranging equity release transactions
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD7 - Personal recommendation on long-term care insurance
Responsibility for MCD Intermediation
Responsible for Insurance Distribution
SMF16 Compliance Oversight
SMF17 Money Laundering Reporting Officer (MLRO)
SMF27 Partner
Sole trader dealing with clients for which they require qualification

Previous Employment:
Quilter Financial Planning Solutions Limited05/12/2005 to 08/04/2022
Legal and General Assurance Society Limited01/12/2001 to 16/12/2005
Legal & General (Portfolio Management Services) Ltd01/12/2001 to 16/12/2005
Legal & General (Unit Trust Managers) Limited01/12/2001 to 16/12/2005
Money Matters (NI) Ltd20/12/2004 to 16/12/2005
JJC Consultancy28/04/2003 to 30/11/2004
My Pension Expert
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.