Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Vision Independent Financial Planning Ltd
FRN 487395
- 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)
- Appointed representative dealing with clients for which they require qualification (since 1 Sep 2025)
- CF1 Director (AR) (since 29 Aug 2025)
- CF30 Customer (since 8 Jul 2022)
- Appointed representative dealing with clients for which they require qualification (8 Jul 2022 to 31 Aug 2025)
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Myriad Wealth Ltd
FRN 1037985
- (1)Employed By (since 29 Aug 2025)
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- CF1 Director (AR) (12 Jul 2022 to 11 Nov 2024)
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- (1)Employed By (12 Jul 2022 to 11 Nov 2024)
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- Employed By (11 Aug 2017 to 8 Apr 2022)
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- CF30 Customer (6 Sep 2016 to 15 Mar 2017)
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- CF30 Customer (12 Sep 2012 to 5 Jul 2016)
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- CF30 Customer (26 May 2011 to 3 Sep 2012)
Recent activity
Updates to this individual's record on the FCA register.