Louise Worden

Last updated
3 days ago
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Where they hold approval

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

  • Vision Independent Financial Planning Ltd

    FRN 487395

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 8 Nov 2012)
    • CF30 Customer (since 29 Jul 2010)
  • Concise Wealth Management Ltd

    FRN 528227

    • Employed By (since 29 Jul 2010)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (21 Jul 2008 to 11 Aug 2010)
    • CF22 Investment Adviser (Trainee) (20 Sep 2005 to 16 Jun 2006)
    • CF21 Investment Adviser (22 Oct 2004 to 29 Dec 2004)

Recent activity

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

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