Summary
D Bragg Financial Solutions Ltd is a Kent-based holistic financial planner. It was first authorised by the FCA in 2020. It has permissions related to credit, investments, mortgages & home finance, and pensions.
Timeline
Permission update: Advising on Pension Transfers/Opt Outs
First authorised by the FCA
Role appointment: Responsibility for MCD Intermediation (Mr David James Bragg)
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Mr David James Bragg
CPD20 - Advising or arranging regulated mortgage contracts
Mr David James Bragg
CPD21 - Advising or arranging equity release transactions
Mr David James Bragg
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr David James Bragg
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr David James Bragg
The London Institute of Banking and Finance (LIBF) - formerly known as IFS
Mr David James Bragg
FAQ
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