Eve Wallbank

Last updated
1 week ago
Watch for changes

Where they hold approval

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

  • Succession Financial Management Limited

    FRN 225831

    • 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] Client dealing (since 26 Feb 2024)
    • [FCA CF] Functions requiring qualifications (since 26 Feb 2024)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • [FCA CF] Client dealing (12 Oct 2023 to 29 Dec 2023)
    • [FCA CF] Functions requiring qualifications (12 Oct 2023 to 29 Dec 2023)
  • JULIAN HARRIS ADVISER NETWORK LIMITED (no longer approved here)

    FRN 304155

    • Appointed representative dealing with clients for which they require qualification (14 Jul 2023 to 25 Aug 2023)
  • RISKSAVE TECHNOLOGIES LTD (no longer approved here)

    FRN 775330

    • CF30 Customer (29 Dec 2021 to 14 Aug 2023)

Recent activity

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

No changes recorded yet.