Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Performance Wealth Management Limited
FRN 824132
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or 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)
- [FCA CF] Functions requiring qualifications (since 18 Dec 2024)
- [FCA CF] Client dealing (since 18 Dec 2024)
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- [FCA CF] Client dealing (9 Oct 2020 to 14 May 2025)
- [FCA CF] Functions requiring qualifications (9 Oct 2020 to 14 May 2025)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.