Hannah Kate Newbery

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.

  • Fiveways Financial Planning Limited

    FRN 608678

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 11. Pension transfer specialist
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (11 May 2017 to 11 Feb 2022)
  • TITAN WEALTH PLANNING LTD (no longer approved here)

    FRN 574458

    • CF30 Customer (8 Sep 2013 to 19 Jun 2015)
  • PRACTICAL FINANCIAL PLANNING LTD. (no longer approved here)

    FRN 536929

    • CF30 Customer (18 May 2011 to 15 Jan 2014)
  • Ifamax Limited (no longer approved here)

    FRN 526599

    • CF30 Customer (5 Jan 2011 to 7 Apr 2011)

Recent activity

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

No changes recorded yet.