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Robert Yeates

Robert Yeates of Blakes Financial Management Limited is based in Aylesbury. Robert 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)

Previous Employment:
Quilter Financial Planning Solutions Limited23/02/2018 to 19/03/2022
Polestar23/02/2018 to 23/12/2021
TenetConnect Services Limited01/12/2001 to 26/02/2018
TenetConnect Limited19/05/2017 to 26/02/2018
Aspire Financial Management Ltd19/05/2017 to 26/02/2018
Tenet Financial Services Limited04/10/1999 to 26/02/2018
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