Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Partners Wealth Management Solutions Limited
FRN 739045
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Client dealing (since 23 Jan 2026)
- [FCA CF] Functions requiring qualifications (since 23 Jan 2026)
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- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2025)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 May 2025)
- [FCA CF] Client dealing (9 Dec 2019 to 31 May 2025)
- CF30 Customer (26 Jul 2019 to 31 May 2025)
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- (4)Employed By (26 Jul 2019 to 31 May 2025)
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- CF30 Customer (1 Aug 2016 to 12 Jun 2019)
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- CF30 Customer (1 Nov 2007 to 31 Jul 2016)
- CF22 Investment Adviser (Trainee) (4 Jan 2007 to 31 Oct 2007)
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- CF22 Investment Adviser (Trainee) (4 Jan 2007 to 1 Apr 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.