Dylan Rodney Babatunde Davies

Last updated
1 week ago
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Where they hold approval

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

  • Isio Wealth Planning Limited

    FRN 460880

    • 11. Pension transfer specialist
    • 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 20 Mar 2025)
    • [FCA CF] Client dealing (since 20 Mar 2025)
  • Affinity Financial Awareness Limited (no longer approved here)

    FRN 409160

    • [FCA CF] Functions requiring qualifications (30 May 2023 to 20 Feb 2025)
  • Wealth At Work Limited (no longer approved here)

    FRN 417367

    • [FCA CF] Functions requiring qualifications (30 May 2023 to 20 Feb 2025)
  • Pension Works Limited (no longer approved here)

    FRN 739922

    • [FCA CF] Functions requiring qualifications (4 Jan 2021 to 12 May 2023)
  • GROVE PENSION SOLUTIONS LTD (no longer approved here)

    FRN 465051

    • CF30 Customer (1 Feb 2019 to 8 Dec 2019)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF30 Customer (28 Nov 2011 to 8 Jan 2019)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF30 Customer (22 Jan 2008 to 29 Oct 2011)

Recent activity

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

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