David Magnus Goodfellow

IRN: DMG00002•Active
Type
Approved Person
Known As
—
Total Roles
36
Active Roles
10

Current Roles (10)

FirmRoleSince
CG Wealth Planning LimitedResponsible for Insurance Distribution10/11/2025
CG Wealth Planning Limited[FCA CF] Material risk taker30/04/2021
CG Wealth Planning LimitedThe Chartered Institute for Securities and Investment (CISI)03/12/2020
CG Wealth Planning LimitedCPD11 - Pension transfer specialist03/12/2020
CG Wealth Planning LimitedCPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)03/12/2020
CG Wealth Planning LimitedCPD4 - Personal recommendation on retail investments (not broker funds)03/12/2020
CG Wealth Planning Limited[FCA CF] Significant management02/12/2020
CG Wealth Planning Limited[FCA CF] Manager of certification employee02/12/2020
CG Wealth Planning Limited[FCA CF] Client dealing02/12/2020
CG Wealth Planning Limited[FCA CF] Functions requiring qualifications02/12/2020

Past Roles (26)

FirmRoleFromToStatus
Intelligent Capital Ltd[FCA CF] Manager of certification employee31/10/202431/03/2025Withdrawn
CG Wealth Planning LimitedThe Chartered Insurance Institute (CII)06/09/202418/08/2025Withdrawn
Canaccord Genuity Financial Planning Limited[FCA CF] Material risk taker20/04/202201/04/2023Withdrawn
Canaccord Genuity Financial Planning LimitedThe Chartered Institute for Securities and Investment (CISI)03/12/202005/05/2023Withdrawn
Canaccord Genuity Financial Planning LimitedCPD4 - Personal recommendation on retail investments (not broker funds)03/12/202005/05/2023Withdrawn
CG Wealth Planning LimitedCPD9A - Advising on P2P agreements03/12/202008/06/2022Withdrawn
Canaccord Genuity Financial Planning LimitedCPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)03/12/202005/05/2023Withdrawn
Canaccord Genuity Financial Planning LimitedCPD9A - Advising on P2P agreements03/12/202005/05/2023Withdrawn
Canaccord Genuity Financial Planning LimitedCPD11 - Pension transfer specialist03/12/202005/05/2023Withdrawn
Canaccord Genuity Financial Planning Limited[FCA CF] Functions requiring qualifications02/12/202001/04/2023Withdrawn
Canaccord Genuity Financial Planning Limited[FCA CF] Client dealing02/12/202001/04/2023Withdrawn
Canaccord Genuity Financial Planning Limited[FCA CF] Significant management02/12/202001/04/2023Withdrawn
Canaccord Genuity Financial Planning Limited[FCA CF] Manager of certification employee02/12/202001/04/2023Withdrawn
CG McCarthy Taylor LimitedCF30 Customer18/02/201908/12/2019Withdrawn
Canaccord Genuity Financial Planning LimitedCF30 Customer31/12/201308/12/2019Withdrawn
Canaccord Genuity Financial Advisors LimitedCF30 Customer01/11/200725/02/2014Withdrawn (Firm Cancellation)
Canaccord Genuity Financial Advisors LimitedCF21 Investment Adviser19/10/200531/10/2007Converted
Canaccord Genuity Financial Advisors LimitedResponsible for Insurance Mediation19/10/200525/02/2014Withdrawn (Firm Cancellation)
Canaccord Genuity Financial Advisors LimitedCF8 Apportionment and Oversight19/10/200531/03/2009Withdrawn
Canaccord Genuity Financial Advisors LimitedCF3 Chief Executive19/10/200508/10/2012Withdrawn
Canaccord Genuity Financial Advisors LimitedCF24 Pension Transfer Specialist19/10/200531/10/2007Converted
Canaccord Genuity Financial Advisors LimitedCF1 Director19/10/200508/10/2012Withdrawn
Hill Martin LimitedCF1 Director01/12/200108/04/2005Withdrawn
Hill Martin LimitedCF21 Investment Adviser01/12/200120/07/2005Withdrawn
Hill Martin LimitedCF14 Risk Assessment01/12/200108/04/2005Withdrawn
Hill Martin (Financial Services) LimitedCF21 Investment Adviser01/12/200115/08/2003Withdrawn (Firm Cancellation)