Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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 9 Dec 2019)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- CF30 Customer (24 Jun 2010 to 8 Dec 2019)
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- (17)Employed By (12 Jun 2006 to 5 Jul 2010)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function added: (17)Employed By at Place Campbell TrinityBridge Limited