Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Sense Network Limited
FRN 465124
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- [FCA CF] Client dealing (since 15 May 2024)
- Appointed representative dealing with clients for which they require qualification (since 15 May 2024)
- CF1 Director (AR) (since 3 May 2024)
- CF30 Customer (since 3 May 2024)
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Wilson Financial Advice Ltd
FRN 1011940
- Employed By (since 3 May 2024)
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- Employed By (7 Feb 2023 to 3 Apr 2024)
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- Appointed representative dealing with clients for which they require qualification (2 Mar 2021 to 3 Apr 2024)
- CF30 Customer (25 Feb 2021 to 3 Apr 2024)
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- Employed By (25 Feb 2021 to 3 Apr 2024)
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- CF30 Customer (1 Nov 2007 to 30 Sep 2012)
- CF22 Investment Adviser (Trainee) (8 Mar 2007 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.