Kay Prestidge

IRN: KXP01458•Active
Type
Directory Person
Known As
Kay
Total Roles
17
Active Roles
5

Current Roles (5)

FirmRoleSince
Kate Talbot Financial Planning LimitedCPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)13/02/2025
Kate Talbot Financial Planning LimitedThe Chartered Insurance Institute (CII)13/02/2025
Kate Talbot Financial Planning Limited[FCA CF] Functions requiring qualifications13/02/2025
Kate Talbot Financial Planning Limited[FCA CF] Client dealing13/02/2025
Kate Talbot Financial Planning LimitedCPD4 - Personal recommendation on retail investments (not broker funds)13/02/2025

Past Roles (12)

FirmRoleFromToStatus
Onelife Planning LLPCPD20 - Advising or arranging regulated mortgage contracts17/11/202010/08/2021Withdrawn
Onelife Planning LLPCPD21 - Advising or arranging equity release transactions17/11/202010/08/2021Withdrawn
Onelife Planning LLPThe Chartered Insurance Institute (CII)17/11/202010/08/2021Withdrawn
Onelife Planning LLPCPD4 - Personal recommendation on retail investments (not broker funds)17/11/202010/08/2021Withdrawn
Onelife Planning LLPCPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)17/11/202010/08/2021Withdrawn
Onelife Planning LLPCPD14 - Managing investments17/11/202016/12/2020Withdrawn
Onelife Planning LLP[FCA CF] Functions requiring qualifications06/04/202007/08/2021Withdrawn
Onelife Planning LLP[FCA CF] Client dealing06/04/202007/08/2021Withdrawn
BAMFORD WEALTH MANAGEMENT LIMITEDCF10 Compliance Oversight28/01/201517/09/2015Withdrawn
BAMFORD WEALTH MANAGEMENT LIMITEDCF11 Money Laundering Reporting28/01/201517/09/2015Withdrawn
BAMFORD WEALTH MANAGEMENT LIMITEDCF10 Compliance Oversight17/12/201322/08/2014Withdrawn
BAMFORD WEALTH MANAGEMENT LIMITEDCF11 Money Laundering Reporting17/12/201322/08/2014Withdrawn