Isabel Rose Palmer

Watch for changes

Where they hold approval

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

Oculus Wealth Management Limited
FRN 605985
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Functions requiring qualifications (since 13 Dec 2023)
- [FCA CF] Client dealing (since 13 Dec 2023)
- Appointed representative dealing with clients for which they require qualification (since 13 Dec 2023)
- CF1 Director (AR) (since 12 Dec 2023)
- CF30 Customer (since 12 Dec 2023)
Oculus Wealth Management (Bristol) Limited
FRN 1002580
- (1)Employed By (since 12 Dec 2023)
The Sustainable Pension Company Ltd (no longer approved here)
FRN 505258
- Employed By (21 Jul 2020 to 8 Mar 2022)
Lighthouse Advisory Services Limited (no longer approved here)
FRN 195199
- CF30 Customer (26 Feb 2018 to 6 Jul 2020)

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Senior staff at any authorised firm have to be approved by the FCA personally.
Approved individual: Someone the FCA has personally signed off to hold a senior role at an authorised firm — directors, compliance officers and similar. They're held accountable for the firm's conduct.
Controlled functions: The specific senior roles the FCA approves people to hold, like 'Compliance oversight' or 'Money laundering reporting'. Each approval is tied to a particular firm.
IRN: Individual Reference Number — the unique ID the FCA assigns to each approved person. It stays the same as they move between firms.

Information on this page is sourced from the official FCA register.