Andrew James Neale Yonge

Last updated
2 weeks ago
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Where they hold approval

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

  • Vision Independent Financial Planning Ltd

    FRN 487395

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 3 Apr 2023)
    • CF1 Director (AR) (since 3 Apr 2023)
    • Appointed representative dealing with clients for which they require qualification (since 3 Apr 2023)
  • A Yonge Consulting Ltd

    FRN 993509

    • Employed By (since 3 Apr 2023)
  • HFS Milbourne Financial Services Limited (no longer approved here)

    FRN 125051

    • [FCA CF] Manager of certification employee (19 Nov 2021 to 28 Feb 2023)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Manager of certification employee (19 Nov 2021 to 28 Feb 2023)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Manager of certification employee (2 Jul 2021 to 28 Feb 2023)
    • [FCA CF] Client dealing (2 Jul 2021 to 28 Feb 2023)
    • [FCA CF] Functions requiring qualifications (2 Jul 2021 to 28 Feb 2023)
  • HOWDEN FS LIMITED (no longer approved here)

    FRN 180563

    • [FCA CF] Client dealing (9 Dec 2019 to 28 Feb 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Feb 2023)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 28 Feb 2023)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (12 Jan 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Dec 2004 to 12 Jan 2005)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • CF21 Investment Adviser (4 Dec 2003 to 30 Nov 2004)
  • The Legal Brokerage Limited (no longer approved here)

    FRN 179697

    • (16)Employed By (4 Dec 2003 to 30 Nov 2004)
  • Berkeley Morgan Limited (no longer approved here)

    FRN 148577

    • CF21 Investment Adviser (1 Dec 2001 to 3 Nov 2003)

Recent activity

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

No changes recorded yet.