Gavin Andrew Horner Wilkinson

Last updated
6 days ago
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Where they hold approval

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

  • Next Chapter Financial Planning Limited

    FRN 912906

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • CF1 Director (AR) (since 21 Oct 2022)
    • CF30 Customer (since 21 Oct 2022)
    • Responsibility for MCD Intermediation (since 7 Oct 2022)
    • SMF3 Executive Director (since 7 Oct 2022)
    • [FCA CF] Significant management (since 6 Jan 2022)
    • [FCA CF] Client dealing (since 31 Aug 2021)
    • [FCA CF] Functions requiring qualifications (since 31 Aug 2021)
  • Aldgate Wealth Planning Ltd

    FRN 979458

    • (4)Employed By (since 21 Oct 2022)
  • AFH Independent Financial Services Limited (no longer approved here)

    FRN 216704

    • [FCA CF] Client dealing (9 Dec 2019 to 8 Jun 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Jun 2021)
    • CF30 Customer (1 Feb 2019 to 8 Dec 2019)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF22 Investment Adviser (Trainee) (24 Aug 2005 to 11 Nov 2005)

Recent activity

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

  1. controlled function removed: Employed By at Aldgate Wealth Planning Ltd

  2. controlled function added: (4)Employed By at Aldgate Wealth Planning Ltd