Charlotte Elgar

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Partners Wealth Management LLP

    FRN 442303

    • 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 4 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 4 Feb 2026)
  • MHA Wealth Limited (no longer approved here)

    FRN 143715

    • [FCA CF] Client dealing (4 Dec 2023 to 23 Jan 2026)
    • [FCA CF] Functions requiring qualifications (4 Dec 2023 to 23 Jan 2026)
    • [FCA CF] Material risk taker (4 Dec 2023 to 14 Jan 2026)
  • CBW Financial Planning Limited (no longer approved here)

    FRN 182357

    • (35)[FCA CF] Functions requiring qualifications (21 Aug 2020 to 3 Nov 2023)
    • (34)[FCA CF] Client dealing (21 Aug 2020 to 3 Nov 2023)

Recent activity

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

  1. controlled function added: (34)[FCA CF] Client dealing at CBW Financial Planning Limited

  2. controlled function added: (35)[FCA CF] Functions requiring qualifications at CBW Financial Planning Limited