Iain Paterson Wishart

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.

  • McHardy Private Wealth Limited (no longer approved here)

    FRN 469955

    • [FCA CF] Client dealing (9 Dec 2020 to 3 Sep 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2020 to 3 Sep 2021)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (3 Sep 2007 to 31 Oct 2007)
    • CF24 Pension Transfer Specialist (3 Sep 2007 to 31 Oct 2007)
    • CF8 Apportionment and Oversight (3 Sep 2007 to 31 Mar 2009)
    • Responsible for Insurance Mediation (3 Sep 2007 to 5 Sep 2018)
    • CF10 Compliance Oversight (3 Sep 2007 to 5 Sep 2018)
    • CF11 Money Laundering Reporting (3 Sep 2007 to 5 Sep 2018)
    • CF1 Director (3 Sep 2007 to 8 Oct 2018)
  • MCHB WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 126147

    • CF30 Customer (25 Apr 2019 to 8 Dec 2019)

Recent activity

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

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