Gary Robert Wilson

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.

  • L&W Financial Services Limited

    FRN 431355

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 29 Apr 2016)
    • CF1 Director (12 Jul 2005 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (12 Jul 2005 to 31 Mar 2009)
    • Responsible for Insurance Mediation (12 Jul 2005 to 30 Sep 2018)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (9 Jun 2003 to 11 Aug 2005)
    • CF4 Partner (AR) (29 Nov 2002 to 11 Aug 2005)
    • CF22 Investment Adviser (Trainee) (29 Nov 2002 to 9 Jun 2003)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (9 Jun 2003 to 11 Aug 2005)
    • CF22 Investment Adviser (Trainee) (29 Nov 2002 to 9 Jun 2003)
    • CF4 Partner (AR) (29 Nov 2002 to 11 Aug 2005)
  • L & W Financial Services (no longer approved here)

    FRN 220827

    • Employed By (29 Nov 2002 to 11 Aug 2005)

Recent activity

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

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