Erica Jane Dietsch

Last updated
2 weeks ago
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Where they hold approval

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

  • HAMNETT WEALTH MANAGEMENT LIMITED

    FRN 447862

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 1 Jul 2020)
    • [FCA CF] Client dealing (since 1 Jul 2020)
  • Hawsons Wealth Management Limited (no longer approved here)

    FRN 586696

    • [FCA CF] Client dealing (9 Dec 2019 to 5 Jun 2020)
    • CF30 Customer (3 Dec 2012 to 8 Dec 2019)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • CF30 Customer (6 Sep 2012 to 21 Dec 2012)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2007 to 2 Nov 2007)
    • CF21 Investment Adviser (8 Sep 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 Apr 2004 to 8 Sep 2006)
  • Sheffield Mutual Friendly Society Limited (no longer approved here)

    FRN 139855

    • CF21 Investment Adviser (3 Oct 2003 to 15 Mar 2004)

Recent activity

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

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