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James Annely

James Annely of MLP Wealth Management Ltd is based in Banstead. James has up to 3 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)

Previous Employment:
2 Plan Wealth Management Limited07/10/2020 to 25/05/2021
One Financial Solutions Ltd07/10/2020 to 22/03/2021
My Pension Expert