Aaron West

Last updated
1 week ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Astute Financial & Mortgage Advisers Ltd

    FRN 811049

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 4 Feb 2025)
    • [FCA CF] Functions requiring qualifications (since 4 Feb 2025)
  • Vision Independent Financial Planning Ltd (no longer approved here)

    FRN 487395

    • Appointed representative dealing with clients for which they require qualification (14 Mar 2023 to 31 Jan 2025)
    • CF30 Customer (14 Mar 2023 to 31 Jan 2025)
  • TC Group Financial Planning LLP (no longer approved here)

    FRN 842206

    • (2)Employed By (24 Jan 2023 to 31 Jan 2025)
  • MN CONSULTANCY LIMITED (no longer approved here)

    FRN 528180

    • [FCA CF] Functions requiring qualifications (1 Jan 2020 to 1 Jan 2024)

Recent activity

Updates to this individual's record on the FCA register.

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