Claire Victoria Crawshay-Williams

Last updated
1 week ago
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Where they hold approval

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

  • Personal Wealth Management (South Wales) Ltd

    FRN 784785

    • 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 25 Mar 2024)
    • [FCA CF] Client dealing (since 25 Mar 2024)
  • The Right Mortgage Limited

    FRN 649443

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 26 Feb 2024)
  • ANGLO-CELTIC FINANCIAL CONSULTANTS LTD (no longer approved here)

    FRN 455444

    • [FCA CF] Client dealing (22 Sep 2021 to 29 Feb 2024)
    • [FCA CF] Functions requiring qualifications (1 Jan 2020 to 29 Feb 2024)
  • N.F.U. Mutual Unit Managers Limited (no longer approved here)

    FRN 121922

    • CF21 Investment Adviser (10 Sep 2002 to 11 Jul 2003)
  • NATIONAL FARMERS UNION MUTUAL INSURANCE SOCIETY LIMITED(THE) (no longer approved here)

    FRN 117664

    • CF21 Investment Adviser (1 Dec 2001 to 23 Aug 2002)

Recent activity

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

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