Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Partners Wealth Management Solutions Limited
FRN 739045
- 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 23 Jan 2026)
- [FCA CF] Client dealing (since 23 Jan 2026)
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- (17)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Jul 2023)
- (16)[FCA CF] Client dealing (9 Dec 2019 to 7 Jul 2023)
- (15)CF30 Customer (12 Mar 2019 to 8 Dec 2019)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function added: (15)CF30 Customer at Blackadders Wealth Management LLP
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controlled function added: (16)[FCA CF] Client dealing at Blackadders Wealth Management LLP
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controlled function added: (17)[FCA CF] Functions requiring qualifications at Blackadders Wealth Management LLP