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

Anthony Packham

Anthony Packham of Shore Financial Services Ltd is based in Bognor Regis. Anthony has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
[FCA CF] Significant management
CPD2 - Personal recommendation on Securities (not SHP/PPP/Broker funds)
CPD20 - Advising or arranging regulated mortgage contracts
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD9A - Advising on P2P agreements
Responsibility for MCD Intermediation
Responsible for Insurance Distribution
SMF16 Compliance Oversight
SMF17 Money Laundering Reporting Officer (MLRO)
SMF3 Executive Director

Previous Employment:
Shore Brokers Limited20/06/2011 to 08/12/2019
Allfield Financial Group01/12/2001 to 30/09/2004
My Pension Expert