Kerry Anne Vilchez

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.

  • TWP Wealth Limited

    FRN 563343

    • 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)
    • [FCA CF] Functions requiring qualifications (since 28 Feb 2026)
    • [FCA CF] Client dealing (since 28 Feb 2026)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Client dealing (2 Feb 2023 to 24 Feb 2026)
    • [FCA CF] Functions requiring qualifications (2 Feb 2023 to 24 Feb 2026)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Client dealing (2 Feb 2023 to 24 Feb 2026)
    • [FCA CF] Functions requiring qualifications (2 Feb 2023 to 24 Feb 2026)
  • Blackstone Financial Management Limited (no longer approved here)

    FRN 630530

    • [FCA CF] Client dealing (6 Aug 2020 to 9 Nov 2022)
    • [FCA CF] Functions requiring qualifications (6 Aug 2020 to 9 Nov 2022)
  • Cullen Wealth Limited (no longer approved here)

    FRN 224355

    • CF30 Customer (12 Sep 2008 to 5 Oct 2009)

Recent activity

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

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