Gary Weilding

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.

  • First Service Financial Limited

    FRN 479175

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 21 May 2020)
    • [FCA CF] Client dealing (since 21 May 2020)
  • Atomos Financial Planning Limited (no longer approved here)

    FRN 193503

    • CF30 Customer (29 Jan 2015 to 12 Oct 2015)
  • Cullen Wealth Limited (no longer approved here)

    FRN 224355

    • CF30 Customer (12 Nov 2012 to 25 Jul 2014)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (10 Jul 2008 to 28 Nov 2012)
    • CF21 Investment Adviser (1 Dec 2001 to 25 Mar 2004)
  • Clydesdale Bank Plc (no longer approved here)

    FRN 121873

    • CF30 Customer (1 Nov 2007 to 2 May 2008)
    • CF21 Investment Adviser (13 Jan 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (28 Dec 2005 to 13 Jan 2006)

Recent activity

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

No changes recorded yet.