George Cooksley

IRN: GHC01034•Active
Type
Directory Person
Known As
George
Total Roles
19
Active Roles
11

Current Roles (11)

FirmRoleSince
Argentis Financial Planning LtdCPD9A - Advising on P2P agreements19/09/2024
Argentis Wealth Management LtdThe Chartered Insurance Institute (CII)21/11/2023
Argentis Wealth Management Ltd[FCA CF] Functions requiring qualifications21/11/2023
Argentis Wealth Management Ltd[FCA CF] Client dealing21/11/2023
Argentis Wealth Management LtdCPD4 - Personal recommendation on retail investments (not broker funds)21/11/2023
Argentis Wealth Management LtdCPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)21/11/2023
Argentis Financial Planning LtdThe Chartered Insurance Institute (CII)21/04/2021
Argentis Financial Planning LtdCPD4 - Personal recommendation on retail investments (not broker funds)21/04/2021
Argentis Financial Planning LtdCPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)21/04/2021
Argentis Financial Planning Ltd[FCA CF] Functions requiring qualifications09/12/2019
Argentis Financial Planning Ltd[FCA CF] Client dealing09/12/2019

Past Roles (8)

FirmRoleFromToStatus
Argentis Financial Management LtdCPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)16/03/202116/03/2021Withdrawn
Argentis Financial Management LtdThe Chartered Insurance Institute (CII)16/03/202116/03/2021Withdrawn
Argentis Financial Management LtdCPD4 - Personal recommendation on retail investments (not broker funds)16/03/202116/03/2021Withdrawn
Argentis Financial Management Ltd[FCA CF] Client dealing09/12/201916/12/2020Withdrawn
Argentis Financial Management Ltd[FCA CF] Functions requiring qualifications09/12/201916/12/2020Withdrawn
Argentis Financial Management LtdCF30 Customer01/10/201708/12/2019Withdrawn
Gallagher Risk & Reward LimitedCF30 Customer01/06/201431/05/2019Withdrawn
R&Quiem Financial Services LimitedCF30 Customer16/11/201002/06/2014Withdrawn