Dwight Witmer

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • KEYSTONE FINANCIAL LIMITED

    FRN 501917

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • SMF3 Executive Director (since 1 Apr 2026)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (2 Jan 2014 to 8 Dec 2019)
  • Fairey Associates Ltd (no longer approved here)

    FRN 481350

    • CF30 Customer (12 Apr 2011 to 6 Aug 2013)
  • Radcliffe and Newlands Ltd (no longer approved here)

    FRN 457283

    • Employed By (4 Mar 2011 to 16 Mar 2011)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (16 Sep 2009 to 30 Dec 2010)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (1 Nov 2007 to 10 Sep 2009)
    • CF21 Investment Adviser (25 Apr 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (4 Jan 2007 to 25 Apr 2007)

Recent activity

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

No changes recorded yet.