Chris Yates

Director @Reality Compliance

Manchester, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2011 — Present

Director @Reality Compliance

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Manchester, GB

Provide onsite compliance guidance to directly authorised firms to include compliance visits (including annual healthchecks), suitability of advice file checks full all types of business (including defined benefit transfers, equity release, long term care), regulatory guidance, FCA authorisations, training & competence support, treating customers fairly assessments. We have also acted as a Skilled Person for firms being investigated by the FCA.

SKILLS

Wealth ManagementInvestment AdvisoryRetirementProtectionInheritance Tax PlanningWealthFinancial RiskEquity ReleasePensionsInvestmentsFca RegulationFsaFinancial ServicesMortgage LendingFinancial Advisory

ABOUT CHRIS YATES

I am a professional individual who has developed a successful career as a compliance and…

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Chris Yates — Director at Reality Compliance in Manchester, GB | Unifers