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

Michelle Procter

Michelle Procter of Michelle Procter Limited is based in Bacup. Michelle has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD20 - Advising or arranging regulated mortgage contracts
CPD21 - Advising or arranging equity release transactions
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Responsibility for MCD Intermediation
Responsible for Insurance Distribution
SMF16 Compliance Oversight
SMF17 Money Laundering Reporting Officer (MLRO)
SMF3 Executive Director

Previous Employment:
P.M.S. Financial Services02/08/2019 to 08/12/2023
Stuart Mulligan Ltd27/04/2009 to 16/12/2011
Quilter Financial Services Ltd02/03/2009 to 27/04/2009
Acorn Independent Financial Management Ltd02/03/2009 to 27/04/2009
Acorn Independent Financial Management Ltd13/06/2007 to 18/02/2009
St James Associates30/06/2003 to 06/06/2007
Zurich Advice Network Limited01/12/2001 to 18/06/2003
AP Financial Services01/12/2001 to 18/06/2003
My Pension Expert