Aaron Poltorak

IRN: ASP01069•Active
Type
Directory Person
Known As
Aaron
Total Roles
28
Active Roles
12

Current Roles (12)

FirmRoleSince
Argentis Financial Planning LtdCPD9A - Advising on P2P agreements19/09/2024
Argentis Wealth Management LtdCPD9A - Advising on P2P agreements18/09/2024
Argentis Wealth Management LtdCPD4 - Personal recommendation on retail investments (not broker funds)20/04/2022
Argentis Wealth Management Ltd[FCA CF] Functions requiring qualifications20/04/2022
Argentis Wealth Management LtdThe Chartered Insurance Institute (CII)20/04/2022
Argentis Wealth Management LtdCPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)20/04/2022
Argentis Wealth Management Ltd[FCA CF] Client dealing20/04/2022
Argentis Financial Planning LtdCPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)21/04/2021
Argentis Financial Planning LtdThe Chartered Insurance Institute (CII)21/04/2021
Argentis Financial Planning LtdCPD4 - Personal recommendation on retail investments (not broker funds)21/04/2021
Argentis Financial Planning Ltd[FCA CF] Client dealing09/12/2019
Argentis Financial Planning Ltd[FCA CF] Functions requiring qualifications09/12/2019

Past Roles (16)

FirmRoleFromToStatus
Argentis Wealth Management LtdCPD7 - Personal recommendation on long-term care insurance20/04/202218/09/2024Withdrawn
Argentis Financial Planning LtdCPD7 - Personal recommendation on long-term care insurance21/04/202119/09/2024Withdrawn
Argentis Financial Management LtdThe Chartered Insurance Institute (CII)16/03/202116/03/2021Withdrawn
Argentis Financial Management LtdCPD7 - Personal recommendation on long-term care insurance16/03/202116/03/2021Withdrawn
Argentis Financial Management LtdCPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)16/03/202116/03/2021Withdrawn
Argentis Financial Management LtdCPD4 - Personal recommendation on retail investments (not broker funds)16/03/202116/03/2021Withdrawn
Argentis Financial Management Ltd[FCA CF] Functions requiring qualifications09/12/201916/12/2020Withdrawn
Argentis Financial Management Ltd[FCA CF] Client dealing09/12/201916/12/2020Withdrawn
Argentis Financial Management LtdCF30 Customer01/10/201708/12/2019Withdrawn
Gallagher Risk & Reward LimitedCF30 Customer05/07/201631/05/2019Withdrawn
WESLEYAN FINANCIAL SERVICES LIMITEDCF30 Customer07/03/201331/05/2016Withdrawn
Lloyds Bank PLCCF30 Customer04/10/201011/11/2012Withdrawn
Phoenix Wealth Services LimitedCF30 Customer03/09/201030/09/2010Withdrawn
Aviva Administration LimitedCF30 Customer21/01/201016/09/2010Withdrawn
West Bromwich Financial Planning LtdEmployed By21/01/201030/09/2010Terminated
West Bromwich Building SocietyCF30 Customer10/01/200831/12/2009Withdrawn