Andrew Winchester Priest

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • McHardy Private Wealth Limited

    FRN 469955

    • 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 15 Aug 2024)
    • [FCA CF] Functions requiring qualifications (since 15 Aug 2024)
  • MCHB WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 126147

    • [FCA CF] Functions requiring qualifications (9 Dec 2020 to 19 Nov 2024)
    • [FCA CF] Client dealing (9 Dec 2020 to 19 Nov 2024)
    • CF30 Customer (9 Dec 2013 to 8 Dec 2019)
  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • CF30 Customer (3 Sep 2010 to 31 May 2013)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF30 Customer (4 Aug 2010 to 16 Sep 2010)
  • TSB Bank plc (no longer approved here)

    FRN 191240

    • CF21 Investment Adviser (14 May 2004 to 11 May 2007)
    • CF22 Investment Adviser (Trainee) (28 Oct 2003 to 14 May 2004)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF22 Investment Adviser (Trainee) (9 Aug 2002 to 27 May 2003)
  • Royal London Mutual Insurance Society, Limited (THE) (no longer approved here)

    FRN 117672

    • CF21 Investment Adviser (1 Dec 2001 to 20 Jun 2002)
  • Royal London Savings Limited (no longer approved here)

    FRN 191237

    • CF21 Investment Adviser (1 Dec 2001 to 20 Jun 2002)

Recent activity

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

No changes recorded yet.