Adam David Vanstone

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.

  • CHESTER ROSE FINANCIAL PLANNING LTD

    FRN 726620

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 22 Apr 2024)
    • [FCA CF] Client dealing (since 22 Apr 2024)
  • ValidPath Limited (no longer approved here)

    FRN 197107

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Apr 2024)
    • CF30 Customer (2 Sep 2013 to 19 Apr 2024)
  • Trinity WM Limited (no longer approved here)

    FRN 663639

    • (3)Employed By (19 Jan 2015 to 19 Apr 2024)
  • Trinity Wealth Management Limited (no longer approved here)

    FRN 206188

    • (6)Employed By (28 May 2010 to 19 Apr 2024)
  • TRUST MATTERS FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 425729

    • CF30 Customer (1 Nov 2007 to 27 Feb 2009)
    • CF21 Investment Adviser (22 Jan 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Mar 2006 to 22 Jan 2007)

Recent activity

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

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