Amy Hale

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Shipman Wealth Management Ltd

    FRN 456896

    • 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)
    • [FCA CF] Client dealing (since 2 Sep 2024)
    • [FCA CF] Functions requiring qualifications (since 2 Sep 2024)
  • SHIPMAN FINANCIAL PLANNING LIMITED

    FRN 513289

    • 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)
    • [FCA CF] Client dealing (since 2 Sep 2024)
    • [FCA CF] Functions requiring qualifications (since 2 Sep 2024)

Recent activity

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

No changes recorded yet.