David Woan

Last updated
3 weeks ago
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Where they hold approval

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

  • Investment and Tax Advisory Services Limited (no longer approved here)

    FRN 209529

    • [FCA CF] Client dealing (9 Dec 2020 to 30 Nov 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2020 to 30 Nov 2021)
    • CF30 Customer (11 Feb 2019 to 8 Dec 2019)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 12 May 2019)
    • CF21 Investment Adviser (29 Sep 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (28 Jul 2003 to 29 Sep 2004)

Recent activity

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

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