Adrian Philip Wilkins

Last updated
2 weeks ago
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Where they hold approval

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

  • Sandringham Financial Partners Limited

    FRN 581304

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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] Client dealing (since 15 Jan 2020)
    • [FCA CF] Functions requiring qualifications (since 15 Jan 2020)
  • Sapia Partners LLP (no longer approved here)

    FRN 550103

    • CF1 Director (AR) (16 Jul 2014 to 7 Nov 2019)
    • CF30 Customer (16 Jul 2014 to 7 Nov 2019)
  • CHF Enterprises Limited (no longer approved here)

    FRN 625823

    • Employed By (16 Jul 2014 to 8 Dec 2019)
  • Octagon Consultancy Ltd (no longer approved here)

    FRN 230953

    • (10)Employed By (7 Jun 2010 to 30 Mar 2012)
  • Attivo Financial Planning Limited (no longer approved here)

    FRN 451967

    • Employed By (24 Apr 2007 to 8 Dec 2019)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • CF24 Pension Transfer Specialist (1 Dec 2001 to 16 Aug 2006)
    • CF21 Investment Adviser (1 Dec 2001 to 23 Apr 2007)
  • Redcliffe Associates Independent Financial Advisers Limited (no longer approved here)

    FRN 192404

    • Employed By (1 Feb 2000 to 20 Apr 2004)

Recent activity

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

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