Fiona Louise Davies

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.

  • Hexagon Wealth Limited

    FRN 483403

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 9 May 2023)
    • [FCA CF] Functions requiring qualifications (since 9 May 2023)
  • MULBERRY WEALTH CLIENT SERVICES LIMITED (no longer approved here)

    FRN 197003

    • [FCA CF] Client dealing (8 Oct 2021 to 15 May 2023)
    • [FCA CF] Functions requiring qualifications (8 Oct 2021 to 15 May 2023)
  • Mulberry Wealth Management Limited (no longer approved here)

    FRN 499351

    • [FCA CF] Client dealing (9 Dec 2019 to 1 Jun 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jun 2023)
    • CF30 Customer (6 Feb 2013 to 8 Dec 2019)
  • The Matthews Partnership Ltd (no longer approved here)

    FRN 225162

    • Employed By (19 Jun 2003 to 20 May 2004)

Recent activity

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

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