HANNAH Harvey

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.

  • Attivo Financial Services Limited

    FRN 462105

    • 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 18 Mar 2026)
  • Attivo Financial Limited

    FRN 497130

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 22 Sep 2023)
    • CF30 Customer (since 21 Sep 2023)
    • [FCA CF] Functions requiring qualifications (since 28 Apr 2023)
    • [FCA CF] Client dealing (since 28 Apr 2023)
  • Tempus Financial Planning Limited (no longer approved here)

    FRN 746703

    • Employed By (21 Sep 2023 to 11 Dec 2024)
  • Argentis Wealth Management Ltd (no longer approved here)

    FRN 419331

    • [FCA CF] Functions requiring qualifications (28 Sep 2020 to 19 Mar 2023)
    • [FCA CF] Client dealing (28 Sep 2020 to 19 Mar 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (17 Apr 2019 to 11 Feb 2020)
  • Peter Harding Practice Ltd (no longer approved here)

    FRN 402110

    • (29)Employed By (17 Apr 2019 to 11 Feb 2020)

Recent activity

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

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