Claire Walsh

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.

  • Best Practice IFA Group Limited

    FRN 223112

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 9A. Advising on P2P agreements
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 15 Jan 2026)
    • Appointed representative dealing with clients for which they require qualification (since 15 Jan 2026)
    • CF1 Director (AR) (since 23 Oct 2025)
    • CF30 Customer (since 23 Oct 2025)
    • CF30 Customer (27 Dec 2018 to 30 Oct 2019)
  • Midsummer Wealth Ltd

    FRN 1043304

    • (1)Employed By (since 23 Oct 2025)
  • Dartington Wealth Management Limited (no longer approved here)

    FRN 717593

    • [FCA CF] Client dealing (9 Oct 2023 to 7 May 2025)
    • [FCA CF] Functions requiring qualifications (9 Oct 2023 to 7 May 2025)
  • Benchmark Financial Planning Limited (no longer approved here)

    FRN 227247

    • Employed By (12 May 2014 to 5 Oct 2018)

Recent activity

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

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