Lisa Estill

Last updated
1 week ago
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Where they hold approval

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

  • ProPlan Financial Advice Limited

    FRN 912215

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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] Functions requiring qualifications (since 11 Jun 2021)
    • [FCA CF] Client dealing (since 11 Jun 2021)
  • Whittaker Financial Solutions Limited (no longer approved here)

    FRN 409239

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2021)
    • CF30 Customer (10 Feb 2014 to 8 Dec 2019)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (17 Jul 2009 to 19 May 2013)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

Recent activity

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

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