Alan Wood

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.

  • Towers Watson Limited

    FRN 432886

    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 10 Sep 2024)
    • [FCA CF] Client dealing (since 10 Nov 2023)
  • ACUITY PROFESSIONAL ADVISERS LTD (no longer approved here)

    FRN 464072

    • [FCA CF] Functions requiring qualifications (3 Aug 2020 to 27 Oct 2023)
    • [FCA CF] Client dealing (3 Aug 2020 to 27 Oct 2023)
  • Fidelius Ltd (no longer approved here)

    FRN 188615

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2020)
    • CF30 Customer (5 Mar 2019 to 31 Jul 2020)
  • Azets Financial Planning Limited (no longer approved here)

    FRN 526955

    • Employed By (20 Mar 2019 to 31 Jul 2020)
  • M&H FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 710745

    • CF30 Customer (19 Mar 2018 to 2 Mar 2019)

Recent activity

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

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