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Brian McGoldrick

Brian McGoldrick of Brian McGoldrick Ltd is based in Airdrie. Brian has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
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
Responsible for Insurance Distribution
SMF16 Compliance Oversight
SMF17 Money Laundering Reporting Officer (MLRO)
SMF3 Executive Director

Previous Employment:
Focus Financial Management (Scotland) Ltd08/04/2013 to 01/10/2015
Independent Financial Strategies Ltd30/07/2010 to 02/04/2013
Lloyds Bank PLC01/03/2010 to 31/07/2010
Bank of Scotland plc17/09/2007 to 28/02/2010
Halifax Plc15/03/2005 to 17/09/2007
NatWest Markets Plc01/12/2001 to 21/01/2005
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