Ian Mitcheal Wilkinson

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.

  • Perspective (Gould Financial Planning) Limited

    FRN 525989

    • SMF3 Executive Director (since 25 Sep 2024)
  • Perspective (Central & East) Limited

    FRN 223377

    • SMF3 Executive Director (since 25 May 2021)
  • Watson Buckle Wealth Management Limited

    FRN 490073

    • (4)Employed By (since 27 Apr 2020)
    • (15)Employed By (15 Mar 2012 to 22 Apr 2020)
  • Perspective (North East) Limited

    FRN 150317

    • 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)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF1 Director (AR) (since 24 Jan 2011)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (25 Jul 2002 to 31 Oct 2007)
    • CF24 Pension Transfer Specialist (25 Jul 2002 to 31 Oct 2007)
    • CF1 Director (25 Jul 2002 to 8 Dec 2019)
  • PERSPECTIVE (SOUTH EAST) LIMITED

    FRN 178690

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (AR) (6 Jul 2017 to 30 Nov 2025)
    • CF1 Director (24 Jan 2014 to 8 Dec 2019)
    • CF30 Customer (6 Oct 2010 to 25 Jan 2011)
  • Perspective (North West) Limited

    FRN 229808

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (24 Jan 2014 to 8 Dec 2019)

Recent activity

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

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