Duncan Wilson

Last updated
2 weeks ago
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Where they hold approval

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

  • Partners Wealth Management LLP

    FRN 442303

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (20 Feb 2017 to 8 Dec 2019)
  • Tavistock Private Client Limited (no longer approved here)

    FRN 210782

    • CF30 Customer (2 Dec 2014 to 17 Feb 2017)
  • LGT Wealth Management UK LLP (no longer approved here)

    FRN 471048

    • CF30 Customer (9 Apr 2009 to 30 Sep 2012)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (1 Nov 2007 to 26 Mar 2008)
    • CF21 Investment Adviser (1 Jun 2007 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.