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Abbie Millar

Abbie Millar of Medical & Professional CFP Ltd is based in Bathgate. Abbie has up to 2 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
Appointed representative dealing with clients for which they require qualification
CF30 Customer
CPD11 - Pension transfer specialist
CPD12 - Personal recommendation/dealing in securities (not SHP/PPP/Broker funds)
CPD2 - Personal recommendation on Securities (not SHP/PPP/Broker funds)
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
My Pension Expert