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Roderick Mackintosh

Roderick Mackintosh of Mackintosh Beardsley Wealth Management Limited is based in Ayr. Roderick has up to 16 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)
Responsible for Insurance Distribution
SMF16 Compliance Oversight
SMF17 Money Laundering Reporting Officer (MLRO)
SMF3 Executive Director

Previous Employment:
Quilter Financial Limited27/01/2016 to 31/12/2019
Mackintosh Beardsley Wealth Management Limited16/11/2015 to 31/12/2019
Lloyds Bank Private Banking Limited17/02/2010 to 30/06/2014
Lloyds Bank PLC02/07/2008 to 16/02/2010
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.