Christopher Paul Willis

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.

  • PERSPECTIVE (SOUTH EAST) LIMITED

    FRN 178690

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 1 Dec 2022)
    • [FCA CF] Client dealing (since 1 Dec 2022)
    • CF30 Customer (25 Nov 2022 to 22 Sep 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Nov 2022 to 22 Sep 2025)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • CF30 Customer (30 Jun 2015 to 14 Apr 2017)
    • CF21 Investment Adviser (8 Jul 2005 to 8 Jun 2007)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (13 May 2014 to 13 May 2014)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (29 Mar 2010 to 21 Jan 2011)
  • Investment and Tax Advisory Services Limited (no longer approved here)

    FRN 209529

    • CF30 Customer (20 May 2009 to 31 Jan 2010)
  • Hoare Jacques (no longer approved here)

    FRN 154367

    • Employed By (3 Feb 2005 to 4 Jul 2005)
  • Wesleyan Assurance Society (no longer approved here)

    FRN 110873

    • CF22 Investment Adviser (Trainee) (1 Mar 2004 to 13 Dec 2004)
  • Wesleyan Unit Trust Managers Limited (no longer approved here)

    FRN 175798

    • CF22 Investment Adviser (Trainee) (1 Mar 2004 to 13 Dec 2004)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF22 Investment Adviser (Trainee) (19 Sep 2002 to 27 May 2003)

Recent activity

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

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