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Joseph O'Brien

Joseph O'Brien of McHardy Financial Limited is based in Edinburgh. Joseph has up to 13 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:
Greaves West & Ayre14/03/2014 to 29/03/2023
Close Asset Management Limited30/10/2012 to 22/11/2013
Cavanagh Financial Management Limited30/10/2012 to 05/07/2013
JLT Actuaries and Consultants Limited10/12/2010 to 30/12/2011
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