Claire Windas

Last updated
5 days ago
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Where they hold approval

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

  • Access Financial Consultancy Limited

    FRN 819995

    • Employed By (since 5 Jun 2023)
    • Employed By (10 Sep 2018 to 31 May 2023)
  • Adira Financial Services Ltd

    FRN 976076

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Jun 2023)
    • [FCA CF] Client dealing (since 1 Jun 2023)
  • PHOENIX FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 231135

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 May 2023)
    • CF1 Director (AR) (10 Sep 2018 to 31 May 2023)

Recent activity

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

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