Benjamin Holland

Last updated
4 days ago
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Where they hold approval

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

  • Robinson Rose Wealth Management Ltd

    FRN 980382

    • 21. Advising or arranging (bringing about) equity release transactions
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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] Functions requiring qualifications (since 5 Dec 2025)
    • [FCA CF] Client dealing (since 5 Dec 2025)
  • Cassons Financial Planning Limited (no longer approved here)

    FRN 605630

    • [FCA CF] Functions requiring qualifications (7 Mar 2024 to 18 Oct 2024)
    • [FCA CF] Client dealing (7 Mar 2024 to 18 Oct 2024)
  • FORESIGHT INDEPENDENT FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 612587

    • [FCA CF] Client dealing (23 Jan 2024 to 18 Oct 2024)
    • [FCA CF] Functions requiring qualifications (23 Jan 2024 to 18 Oct 2024)

Recent activity

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

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