Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Vision Independent Financial Planning Ltd
FRN 487395
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- Appointed representative dealing with clients for which they require qualification (since 15 Jul 2025)
- CF30 Customer (since 15 Jul 2025)
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Realise Wealth Management Limited
FRN 958167
- (1)Employed By (since 15 Jul 2025)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 May 2025)
- CF30 Customer (6 Sep 2019 to 28 May 2025)
- CF1 Director (AR) (6 Sep 2019 to 28 May 2025)
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- (1)Employed By (6 Sep 2019 to 28 May 2025)
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- (22)Employed By (13 May 2016 to 20 Sep 2019)
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- CF30 Customer (22 Aug 2014 to 20 Sep 2019)
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- CF30 Customer (19 Jan 2012 to 22 Apr 2014)
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- CF30 Customer (11 Oct 2010 to 31 Dec 2011)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.