Daniel James Winsland

Last updated
6 days ago
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Where they hold approval

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

  • Eastern Financial Consultants Ltd

    FRN 952886

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 6 Nov 2025)
    • [FCA CF] Client dealing (since 6 Nov 2025)
  • ADMS Asset Management Limited

    FRN 569871

    • 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] Client dealing (since 14 Apr 2025)
    • [FCA CF] Functions requiring qualifications (since 14 Apr 2025)
  • IFA FINANCIAL SERVICES (UK) LTD.

    FRN 447432

    • 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 29 Mar 2023)
    • [FCA CF] Client dealing (since 29 Mar 2023)
  • Penvest Limited

    FRN 407889

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 25 Jan 2021)
    • [FCA CF] Client dealing (since 25 Jan 2021)
  • Insight Financial Associates Limited

    FRN 458421

    • 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 6 Oct 2020)
    • [FCA CF] Client dealing (since 6 Oct 2020)
  • Tideway Investment Partners LLP (no longer approved here)

    FRN 496214

    • CF30 Customer (26 Oct 2018 to 8 Dec 2019)

Recent activity

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

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