Henrietta Winstanley

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.

  • HANDELSBANKEN WEALTH & ASSET MANAGEMENT LIMITED

    FRN 197340

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Functions requiring qualifications (since 7 Dec 2023)
    • [FCA CF] Client dealing (since 7 Dec 2023)
  • Atomos Financial Planning Limited (no longer approved here)

    FRN 193503

    • [FCA CF] Functions requiring qualifications (22 Jun 2021 to 15 Sep 2023)
    • [FCA CF] Client dealing (22 Jun 2021 to 15 Sep 2023)
  • Gale and Phillipson Investment Services Ltd (no longer approved here)

    FRN 431387

    • [FCA CF] Material risk taker (9 Dec 2019 to 31 May 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 May 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2021)
    • CF30 Customer (8 Oct 2012 to 8 Dec 2019)
  • Finli (G&P) Ltd (no longer approved here)

    FRN 142752

    • CF30 Customer (13 Nov 2017 to 8 Dec 2019)
  • Coutts & Company (no longer approved here)

    FRN 122287

    • CF30 Customer (7 Sep 2010 to 10 Jul 2012)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (15 Mar 2010 to 7 Jul 2010)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 14 Mar 2010)
    • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)

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