David Satter

Last updated
6 days ago
Watch for changes

Where they hold approval

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

  • Wealthwise Financial Solutions Ltd

    FRN 937742

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 11 Nov 2020)
    • [FCA CF] Client dealing (11 Nov 2020 to 31 Mar 2023)
  • Finli (G&P) Ltd (no longer approved here)

    FRN 142752

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2021)
    • CF30 Customer (7 Feb 2019 to 31 Dec 2021)
  • Vintage Wealth Management Limited (no longer approved here)

    FRN 593380

    • CF30 Customer (6 Mar 2014 to 21 Feb 2019)
  • Finli (GPHerts) Ltd (no longer approved here)

    FRN 615821

    • (3)Employed By (6 Mar 2014 to 21 Feb 2019)

Recent activity

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

  1. controlled function added: (3)Employed By at Finli (GPHerts) Ltd