Cheryl Victoria Marshall

IRN: CVM01009•Active
Type
Directory Person
Known As
Cheryl Marshall
Total Roles
19
Active Roles
6

Current Roles (6)

FirmRoleSince
CG Wealth Planning Limited[FCA CF] Manager of certification employee15/07/2024
CG Wealth Planning LimitedThe Chartered Insurance Institute (CII)02/04/2023
CG Wealth Planning LimitedCPD4 - Personal recommendation on retail investments (not broker funds)02/04/2023
CG Wealth Planning LimitedCPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)02/04/2023
CG Wealth Planning Limited[FCA CF] Client dealing01/04/2023
CG Wealth Planning Limited[FCA CF] Functions requiring qualifications01/04/2023

Past Roles (13)

FirmRoleFromToStatus
Punter Southall Wealth LimitedCPD4 - Personal recommendation on retail investments (not broker funds)05/03/202103/04/2023Withdrawn
Punter Southall Wealth LimitedCPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)05/03/202103/04/2023Withdrawn
Punter Southall Wealth LimitedThe Chartered Insurance Institute (CII)05/03/202103/04/2023Withdrawn
Punter Southall Wealth Limited[FCA CF] Client dealing09/12/201901/04/2023Withdrawn
Punter Southall Wealth Limited[FCA CF] Functions requiring qualifications09/12/201901/04/2023Withdrawn
Punter Southall Wealth LimitedCF30 Customer01/11/201908/12/2019Withdrawn
PSFM LimitedCF30 Customer01/08/201908/12/2019Withdrawn
PSFM LimitedCF30 Customer01/08/201908/12/2019Withdrawn
PSFM LimitedCF30 Customer01/10/201501/10/2018Withdrawn
Lloyds Bank PLCCF30 Customer21/12/201223/09/2015Withdrawn
Lloyds Bank PLCCF30 Customer17/02/201011/11/2012Withdrawn
DG Westwood LtdCF30 Customer09/06/200923/12/2009Withdrawn
Reeves Financial Services LimitedCF30 Customer04/09/200822/05/2009Withdrawn