Edward John Tee

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.

  • Age Partnership Wealth Management Limited

    FRN 670493

    • 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 3 Jan 2023)
    • [FCA CF] Client dealing (since 3 Jan 2023)
  • Pension Works Limited (no longer approved here)

    FRN 739922

    • [FCA CF] Functions requiring qualifications (9 Nov 2021 to 26 Aug 2022)
  • Mercer Limited (no longer approved here)

    FRN 121935

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jul 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 30 Jul 2021)
    • CF30 Customer (1 Apr 2019 to 8 Dec 2019)
  • JLT Wealth Management Limited (no longer approved here)

    FRN 196619

    • CF30 Customer (17 Aug 2017 to 8 Dec 2019)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • CF30 Customer (11 Feb 2016 to 5 Sep 2017)
  • Tenet & You Limited (no longer approved here)

    FRN 455280

    • Employed By (11 Feb 2016 to 5 Sep 2017)

Recent activity

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

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