Georgina Close

Last updated
3 weeks ago
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Where they hold approval

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

  • HW Financial Services Limited

    FRN 134190

    • 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
    • [FCA CF] Client dealing (since 9 Dec 2025)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2025)
  • Evelyn Partners Financial Planning Limited

    FRN 136414

    • 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
    • [FCA CF] Client dealing (since 30 Mar 2022)
    • [FCA CF] Functions requiring qualifications (since 30 Mar 2022)
  • Evelyn Partners Investment Management Services Limited

    FRN 165169

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 30 Mar 2022)
    • [FCA CF] Functions requiring qualifications (since 30 Mar 2022)
  • Aardvark Financial Services (no longer approved here)

    FRN 416481

    • Employed By (15 Dec 2004 to 18 Feb 2006)
  • AFL Financial Services Ltd (no longer approved here)

    FRN 200144

    • Employed By (10 Jun 2004 to 22 Dec 2004)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (1 Dec 2001 to 13 Jul 2004)

Recent activity

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

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