Claire Roberts

Last updated
3 weeks ago
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Where they hold approval

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

  • Acumen Financial Planning Limited

    FRN 218745

    • 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] Functions requiring qualifications (since 10 Nov 2025)
    • [FCA CF] Client dealing (since 10 Nov 2025)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Client dealing (11 Jan 2023 to 4 Jul 2025)
    • [FCA CF] Functions requiring qualifications (11 Jan 2023 to 4 Jul 2025)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Client dealing (11 Jan 2023 to 4 Jul 2025)
    • [FCA CF] Functions requiring qualifications (11 Jan 2023 to 4 Jul 2025)
  • HOWDEN FS LIMITED (no longer approved here)

    FRN 180563

    • [FCA CF] Client dealing (3 Aug 2020 to 2 Dec 2022)

Recent activity

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

No changes recorded yet.