Ed David Schwarz

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • WESLEYAN FINANCIAL SERVICES LIMITED

    FRN 134753

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 27 Aug 2025)
    • [FCA CF] Functions requiring qualifications (since 27 Aug 2025)
  • Morgans Ltd (no longer approved here)

    FRN 159488

    • [FCA CF] Functions requiring qualifications (16 Jul 2024 to 16 Jul 2025)
    • [FCA CF] Client dealing (16 Jul 2024 to 16 Jul 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (20 Aug 2021 to 7 Jun 2024)
    • CF30 Customer (17 Aug 2021 to 7 Jun 2024)
  • McKenzie Wealth Management Ltd (no longer approved here)

    FRN 505484

    • (3)Employed By (17 Aug 2021 to 7 Jun 2024)
  • Atomos Financial Planning Limited (no longer approved here)

    FRN 193503

    • [FCA CF] Client dealing (9 Sep 2020 to 15 Jun 2021)
    • [FCA CF] Functions requiring qualifications (9 Sep 2020 to 15 Jun 2021)

Recent activity

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

No changes recorded yet.