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

Robert MacMahon

Robert MacMahon of Clear Financial Advice Ltd is based in Banstead. Robert has up to 5 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)
CPD7 - Personal recommendation on long-term care insurance

Previous Employment:
St. James's Place Wealth Management Plc26/10/2018 to 08/01/2024
Linley Black LLP26/10/2018 to 12/12/2023
My Pension Expert