Clive Barwell

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.

  • WREN STERLING FINANCIAL PLANNING LIMITED

    FRN 665653

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (16 Mar 2015 to 8 Dec 2019)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF21 Investment Adviser (6 Mar 2003 to 13 Feb 2004)
    • CF22 Investment Adviser (Trainee) (18 Nov 2002 to 6 Mar 2003)

Recent activity

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

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