Lisa Pearce

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.

  • Perspective (North West) Limited

    FRN 229808

    • 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] Client dealing (since 12 Jan 2026)
    • [FCA CF] Functions requiring qualifications (since 12 Jan 2026)
  • FINANCIAL AFFAIRS WEALTH SOLUTIONS LIMITED (no longer approved here)

    FRN 606614

    • [FCA CF] Functions requiring qualifications (14 Aug 2024 to 14 Oct 2025)
    • [FCA CF] Client dealing (14 Aug 2024 to 14 Oct 2025)
  • Skipton Building Society (no longer approved here)

    FRN 153706

    • [FCA CF] Client dealing (1 Oct 2019 to 25 Jul 2024)
    • [FCA CF] Functions requiring qualifications (8 Apr 2019 to 25 Jul 2024)

Recent activity

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

No changes recorded yet.