Hayley Ann Jarvis

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • MKS FINANCIAL PLANNING LIMITED

    FRN 118061

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 9A. Advising on P2P agreements
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 1 Dec 2025)
    • [FCA CF] Functions requiring qualifications (since 1 Dec 2025)
  • CMIS Independent Financial Advisors Limited

    FRN 826849

    • (1)21. Advising or arranging (bringing about) equity release transactions
    • (3)9A. Advising on P2P agreements
    • (2)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (6)4. Giving personal recommendations on retail investment products which are not broker funds
    • (5)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)7. Giving personal recommendations on long-term care insurance contracts
    • (8)[FCA CF] Functions requiring qualifications (since 10 Sep 2025)
    • (7)[FCA CF] Client dealing (since 10 Sep 2025)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Functions requiring qualifications (5 Sep 2022 to 31 Dec 2024)
    • [FCA CF] Client dealing (5 Sep 2022 to 31 Dec 2024)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Client dealing (5 Sep 2022 to 31 Dec 2024)
    • [FCA CF] Functions requiring qualifications (5 Sep 2022 to 31 Dec 2024)
  • Forrester-Hyde Limited (no longer approved here)

    FRN 476495

    • (27)[FCA CF] Functions requiring qualifications (1 Aug 2020 to 27 Jun 2022)
    • (26)[FCA CF] Client dealing (1 Aug 2020 to 27 Jun 2022)
  • Foster Denovo Limited (no longer approved here)

    FRN 462728

    • CF30 Customer (13 Jul 2018 to 8 Dec 2019)
  • EQ Investors Limited (no longer approved here)

    FRN 539422

    • CF30 Customer (30 Jul 2015 to 21 Jun 2018)

Recent activity

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

  1. controlled function added: (3)9A. Advising on P2P agreements at CMIS Independent Financial Advisors Limited

  2. controlled function added: (4)7. Giving personal recommendations on long-term care insurance contracts at CMIS Independent Financial Advisors Limited

  3. controlled function added: (5)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met) at CMIS Independent Financial Advisors Limited

  4. controlled function added: (6)4. Giving personal recommendations on retail investment products which are not broker funds at CMIS Independent Financial Advisors Limited

  5. controlled function added: (7)[FCA CF] Client dealing at CMIS Independent Financial Advisors Limited

  6. controlled function added: (8)[FCA CF] Functions requiring qualifications at CMIS Independent Financial Advisors Limited

  7. controlled function added: (26)[FCA CF] Client dealing at Forrester-Hyde Limited

  8. controlled function added: (27)[FCA CF] Functions requiring qualifications at Forrester-Hyde Limited