Anne Christina Winter

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.

  • Balance: Wealth Planning Limited (no longer approved here)

    FRN 629329

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2022)
    • CF30 Customer (1 Sep 2017 to 8 Dec 2019)
  • SERENITY FINANCIAL PLANNING LTD (no longer approved here)

    FRN 452299

    • CF30 Customer (27 Aug 2013 to 1 Sep 2017)
  • Coutts & Company (no longer approved here)

    FRN 122287

    • CF30 Customer (1 Nov 2007 to 30 Jul 2009)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.