Cassie Millington
IRN: CDM01113•Active
Current Roles (7)
| Firm | Role | Since |
|---|---|---|
| FS247 LIMITED | The Chartered Insurance Institute (CII) | 02/01/2026 |
| FS247 LIMITED | [FCA CF] Functions requiring qualifications | 02/01/2026 |
| FS247 LIMITED | [FCA CF] Client dealing | 02/01/2026 |
| FS247 LIMITED | CPD4 - Personal recommendation on retail investments (not broker funds) | 02/01/2026 |
| FS247 LIMITED | CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway) | 02/01/2026 |
| FS247 LIMITED | CPD7 - Personal recommendation on long-term care insurance | 02/01/2026 |
| FS247 LIMITED | CPD8 - Personal recommendation on investments in corporate finance business | 02/01/2026 |
Past Roles (14)
| Firm | Role | From | To | Status |
|---|---|---|---|---|
| Scottish Widows Schroder Personal Wealth Limited | CPD7 - Personal recommendation on long-term care insurance | 29/08/2023 | 02/07/2025 | Withdrawn |
| Scottish Widows Schroder Personal Wealth Limited | The Chartered Insurance Institute (CII) | 30/09/2021 | 02/07/2025 | Withdrawn |
| Scottish Widows Schroder Personal Wealth Limited | CPD4 - Personal recommendation on retail investments (not broker funds) | 30/09/2021 | 02/07/2025 | Withdrawn |
| Scottish Widows Schroder Personal Wealth Limited | [FCA CF] Functions requiring qualifications | 29/09/2021 | 30/06/2025 | Withdrawn |
| Scottish Widows Schroder Personal Wealth Limited | [FCA CF] Client dealing | 29/09/2021 | 30/06/2025 | Withdrawn |
| Tarvos Wealth Limited | [FCA CF] Client dealing | 09/12/2020 | 25/05/2021 | Withdrawn |
| Tarvos Wealth Limited | [FCA CF] Functions requiring qualifications | 09/12/2020 | 10/12/2020 | Withdrawn |
| Tarvos Wealth Limited | CPD18 - Administrative life policies functions | 26/11/2020 | 30/11/2020 | Withdrawn |
| Tarvos Wealth Limited | CPD4 - Personal recommendation on retail investments (not broker funds) | 26/11/2020 | 30/11/2020 | Withdrawn |
| Tarvos Wealth Limited | The Chartered Insurance Institute (CII) | 26/11/2020 | 30/11/2020 | Withdrawn |
| Tarvos Wealth Limited | CF30 Customer | 01/08/2019 | 08/12/2019 | Withdrawn |
| Core Financial Services Ltd | CF30 Customer | 01/08/2017 | 11/04/2018 | Withdrawn |
| Kevin Paul Manktelow | Employed By | 06/08/2010 | 17/12/2010 | Terminated |
| Openwork Limited | CF30 Customer | 06/08/2010 | 17/12/2010 | Withdrawn |