Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
Chetwood Wealth Management Ltd
FRN 195024
- 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
- Appointed representative dealing with clients for which they require qualification (since 1 Nov 2024)
- [FCA CF] Client dealing (since 1 Nov 2024)
- CF30 Customer (27 Sep 2024 to 3 Jul 2025)
-
- Employed By (27 Sep 2024 to 3 Jul 2025)
-
- CF21 Investment Adviser (3 Jan 2006 to 17 Oct 2006)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.