Lee Welch

Last updated
1 week ago
Watch for changes

Where they hold approval

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

  • ACUMEN FINANCIAL ADVISERS LIMITED

    FRN 583606

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 6 Dec 2024)
  • Mortgage Advice Bureau Limited (no longer approved here)

    FRN 455545

    • Appointed representative dealing with clients for which they require qualification (19 Apr 2024 to 30 Nov 2024)
  • Mortgage Advice Bureau (Derby) Limited (no longer approved here)

    FRN 466154

    • Appointed representative dealing with clients for which they require qualification (19 Apr 2024 to 29 Nov 2024)
  • REFRESH MORTGAGE NETWORK LIMITED (no longer approved here)

    FRN 826982

    • [FCA CF] Functions requiring qualifications (1 Mar 2023 to 23 Feb 2024)
  • Allisons Financial Planning Limited (no longer approved here)

    FRN 808678

    • [FCA CF] Client dealing (1 Apr 2022 to 7 Jul 2022)
    • [FCA CF] Functions requiring qualifications (1 Apr 2022 to 7 Jul 2022)

Recent activity

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

No changes recorded yet.