Clive Vincent Welch

Last updated
4 days ago
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Where they hold approval

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

  • Townends Wealth Management Limited

    FRN 994538

    • 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 1 Dec 2023)
    • [FCA CF] Client dealing (since 1 Dec 2023)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Nov 2023)
    • CF30 Customer (19 May 2016 to 27 Nov 2023)
  • Townends Wealth Management Ltd (no longer approved here)

    FRN 414825

    • Employed By (19 May 2016 to 27 Nov 2023)
  • Smailes Goldie Financial Management Limited (no longer approved here)

    FRN 228965

    • (8)Employed By (6 Jan 2015 to 24 Mar 2016)

Recent activity

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

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