Duncan Macpherson
IRN: DXM00092•Active
Current Roles (5)
| Firm | Role | Since |
|---|---|---|
| CG Wealth Planning Limited | CPD4 - Personal recommendation on retail investments (not broker funds) | 02/04/2023 |
| CG Wealth Planning Limited | The Chartered Insurance Institute (CII) | 02/04/2023 |
| CG Wealth Planning Limited | CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway) | 02/04/2023 |
| CG Wealth Planning Limited | [FCA CF] Functions requiring qualifications | 01/04/2023 |
| CG Wealth Planning Limited | [FCA CF] Client dealing | 01/04/2023 |
Past Roles (17)
| Firm | Role | From | To | Status |
|---|---|---|---|---|
| Punter Southall Wealth Limited | The Chartered Insurance Institute (CII) | 05/03/2021 | 03/04/2023 | Withdrawn |
| Punter Southall Wealth Limited | CPD4 - Personal recommendation on retail investments (not broker funds) | 05/03/2021 | 03/04/2023 | Withdrawn |
| Punter Southall Wealth Limited | CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway) | 05/03/2021 | 03/04/2023 | Withdrawn |
| Punter Southall Wealth Limited | [FCA CF] Functions requiring qualifications | 09/12/2019 | 01/04/2023 | Withdrawn |
| Punter Southall Wealth Limited | [FCA CF] Client dealing | 09/12/2019 | 01/04/2023 | Withdrawn |
| Punter Southall Wealth Limited | CF30 Customer | 01/11/2019 | 08/12/2019 | Withdrawn |
| PSFM Limited | CF30 Customer | 12/12/2014 | 08/12/2019 | Withdrawn |
| Blacktower Financial Planning Limited | Employed By | 02/12/2014 | 04/08/2016 | Terminated |
| Blacktower Financial Advisers Limited | CF1 Director | 08/05/2013 | 16/12/2014 | Withdrawn |
| Blacktower Financial Advisers Limited | CF30 Customer | 11/02/2009 | 16/12/2014 | Withdrawn |
| Harley White and Company Ltd | CF1 Director | 14/01/2005 | 12/10/2005 | Withdrawn (Firm Cancellation) |
| Harley White Financial Services Limited | CF8 Apportionment and Oversight | 01/12/2001 | 12/01/2005 | Withdrawn (Firm Cancellation) |
| Harley White Financial Services Limited | CF24 Pension Transfer Specialist | 01/12/2001 | 12/01/2005 | Withdrawn (Firm Cancellation) |
| Harley White Financial Services Limited | CF1 Director | 01/12/2001 | 12/01/2005 | Withdrawn (Firm Cancellation) |
| Harley White Financial Services Limited | CF21 Investment Adviser | 01/12/2001 | 12/01/2005 | Withdrawn (Firm Cancellation) |
| Harley White Financial Services Limited | CF11 Money Laundering Reporting | 01/12/2001 | 12/01/2005 | Withdrawn (Firm Cancellation) |
| Harley White Financial Services Limited | CF10 Compliance Oversight | 01/12/2001 | 12/01/2005 | Withdrawn (Firm Cancellation) |