Kevin James Will

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.

  • McHardy Private Wealth Limited

    FRN 469955

    • 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 15 Aug 2024)
    • [FCA CF] Client dealing (since 15 Aug 2024)
  • MCHB WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 126147

    • [FCA CF] Functions requiring qualifications (9 Dec 2020 to 19 Nov 2024)
    • [FCA CF] Client dealing (9 Dec 2020 to 19 Nov 2024)
    • CF1 Director (7 Jul 2015 to 30 Mar 2018)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (6 Feb 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (2 Jan 2007 to 6 Feb 2007)
  • Independent Financial Consultants (2082) (no longer approved here)

    FRN 183128

    • (1)Employed By (1 Oct 1998 to 26 Apr 2007)

Recent activity

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

No changes recorded yet.