James Robert Wilson

• Fairstone Financial Management Limited

  FRN 475973

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 11. Pension transfer specialist
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (10 Jul 2019 to 8 Dec 2019)
• Dafferns Wealth Limited (no longer approved here)

  FRN 826548

  • Employed By (19 Feb 2019 to 8 Dec 2019)
• Insight Financial Associates Limited (no longer approved here)

  FRN 458421

  • CF30 Customer (15 Oct 2018 to 2 Apr 2019)
• Hoyl Independent Advisers Ltd (no longer approved here)

  FRN 433927

  • CF30 Customer (28 Sep 2015 to 6 Oct 2017)
• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • CF30 Customer (4 Mar 2015 to 24 Aug 2015)
• Anglian Wealth Management (no longer approved here)

  FRN 499227

  • (4)Employed By (20 Feb 2015 to 24 Aug 2015)
• NATIONAL FARMERS UNION MUTUAL INSURANCE SOCIETY LIMITED(THE) (no longer approved here)

  FRN 117664

  • CF30 Customer (19 Mar 2013 to 28 Jan 2015)

No changes recorded yet.