Anthony Ashton

IRN: AXA01249Active
Type
Approved Person
Known As
Tony
Total Roles
25
Active Roles
9

Current Roles (9)

FirmRoleSince
A & M WEALTH MANAGEMENT LIMITEDThe Chartered Insurance Institute (CII)23/03/2021
A & M WEALTH MANAGEMENT LIMITEDCPD2 - Personal recommendation on Securities (not SHP/PPP/Broker funds)23/03/2021
A & M WEALTH MANAGEMENT LIMITEDCPD4 - Personal recommendation on retail investments (not broker funds)23/03/2021
A & M WEALTH MANAGEMENT LIMITEDSMF17 Money Laundering Reporting Officer (MLRO)09/12/2019
A & M WEALTH MANAGEMENT LIMITED[FCA CF] Significant management09/12/2019
A & M WEALTH MANAGEMENT LIMITED[FCA CF] Functions requiring qualifications09/12/2019
A & M WEALTH MANAGEMENT LIMITEDSMF16 Compliance Oversight09/12/2019
A & M WEALTH MANAGEMENT LIMITEDSMF3 Executive Director09/12/2019
A & M WEALTH MANAGEMENT LIMITEDResponsible for Insurance Distribution01/10/2018

Past Roles (16)

FirmRoleFromToStatus
A & M WEALTH MANAGEMENT LIMITEDCF30 Customer01/11/200708/12/2019Withdrawn
A & M WEALTH MANAGEMENT LIMITEDResponsible for Insurance Mediation14/01/200530/09/2018Converted
A & M WEALTH MANAGEMENT LIMITEDCF11 Money Laundering Reporting16/06/200408/12/2019Withdrawn
A & M WEALTH MANAGEMENT LIMITEDCF21 Investment Adviser16/06/200431/10/2007Converted
A & M WEALTH MANAGEMENT LIMITEDCF1 Director16/06/200408/12/2019Withdrawn
A & M WEALTH MANAGEMENT LIMITEDCF10 Compliance Oversight16/06/200408/12/2019Withdrawn
A & M WEALTH MANAGEMENT LIMITEDCF8 Apportionment and Oversight16/06/200431/03/2009Withdrawn
Sesame LimitedCF21 Investment Adviser07/04/200407/04/2004Withdrawn
FMG Wealth Management LimitedEmployed By05/04/200407/04/2004Terminated
Sesame LimitedCF1 Director (AR)05/04/200407/04/2004Withdrawn
Sesame LimitedCF22 Investment Adviser (Trainee)05/04/200406/04/2004Withdrawn
Sesame LimitedCF1 Director (AR)19/03/200422/03/2004Withdrawn
FMG Wealth Management LimitedEmployed By06/02/200422/03/2004Terminated
Sesame LimitedCF22 Investment Adviser (Trainee)09/09/200322/03/2004Withdrawn
Thinc Independent SolutionsEmployed By09/09/200306/02/2004Terminated
Pannone & PartnersCF21 Investment Adviser01/12/200105/09/2003Withdrawn