Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Partners Wealth Management Solutions Limited
FRN 739045
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Functions requiring qualifications (since 7 Jan 2022)
- [FCA CF] Client dealing (since 7 Jan 2022)
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- Employed By (8 Jun 2018 to 22 Oct 2019)
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- CF30 Customer (26 Jul 2016 to 22 Oct 2019)
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- CF30 Customer (16 Nov 2015 to 27 Jul 2016)
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- CF30 Customer (12 Jun 2015 to 19 Nov 2015)
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- CF30 Customer (14 Apr 2010 to 28 Dec 2012)
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- CF30 Customer (26 Nov 2008 to 13 Apr 2010)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.