Andrew Owen

Last updated
5 days ago
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Where they hold approval

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

  • W P S WEALTH LIMITED

    FRN 1023571

    • 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
    • [FCA CF] Client dealing (since 1 Apr 2025)
    • [FCA CF] Functions requiring qualifications (since 1 Apr 2025)
  • M4 Financial Group Limited (no longer approved here)

    FRN 583474

    • Appointed representative dealing with clients for which they require qualification (2 Sep 2022 to 1 Apr 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Nov 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 2 Sep 2022)
    • CF30 Customer (1 Aug 2019 to 31 Mar 2025)
  • WPS Wealth Ltd (no longer approved here)

    FRN 602286

    • Employed By (1 Aug 2019 to 31 Mar 2025)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • CF30 Customer (19 Aug 2013 to 31 Jan 2019)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • CF30 Customer (1 Nov 2007 to 31 Jan 2019)
    • CF21 Investment Adviser (24 Nov 2003 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.