Gerwyn Williams

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.

  • Fairstone Financial Management Limited

    FRN 475973

    • 11. Pension transfer specialist
    • 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
    • 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] Functions requiring qualifications (since 7 Apr 2026)
    • [FCA CF] Client dealing (since 7 Apr 2026)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Apr 2026)
    • CF30 Customer (11 Mar 2019 to 7 Apr 2026)
  • Romilly Park Wealth Management Ltd (no longer approved here)

    FRN 835318

    • (5)Employed By (11 Mar 2019 to 7 Apr 2026)
  • West Wales Financial Services Ltd (no longer approved here)

    FRN 225021

    • Employed By (16 Mar 2012 to 31 Dec 2012)
  • Obsidian Financial Limited (no longer approved here)

    FRN 509756

    • CF30 Customer (10 Aug 2011 to 1 May 2012)
  • Honister Partners Ltd (no longer approved here)

    FRN 502699

    • Employed By (23 Jun 2009 to 31 Aug 2011)

Recent activity

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

No changes recorded yet.