Ian Lee

Last updated
6 days ago
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Where they hold approval

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

  • Money Penny Wealth Management Limited (no longer approved here)

    FRN 964654

    • SMF3 Executive Director (1 Mar 2022 to 21 Oct 2024)
    • [FCA CF] Client dealing (1 Mar 2022 to 5 Aug 2024)
    • [FCA CF] Functions requiring qualifications (1 Mar 2022 to 5 Aug 2024)
  • Atomos Financial Planning Limited (no longer approved here)

    FRN 193503

    • [FCA CF] Client dealing (9 Dec 2019 to 28 Feb 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Feb 2022)
    • CF30 Customer (1 Jun 2019 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.