Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Verso Wealth Management Limited
FRN 153871
- 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 25 Nov 2024)
- [FCA CF] Functions requiring qualifications (since 25 Nov 2024)
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- (1)Employed By (23 Dec 2020 to 22 Nov 2024)
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- CF30 Customer (23 Dec 2020 to 22 Nov 2024)
- Appointed representative dealing with clients for which they require qualification (14 Dec 2020 to 22 Nov 2024)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Nov 2020)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.