Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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WEALTHWIDE LIMITED
FRN 468119
- 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] Client dealing (since 28 Mar 2021)
- [FCA CF] Functions requiring qualifications (since 28 Mar 2021)
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- CF30 Customer (30 Oct 2020 to 2 Mar 2021)
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- (14)Employed By (30 Oct 2020 to 2 Mar 2021)
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- CF30 Customer (10 Dec 2014 to 8 Dec 2019)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.