Mark Brett

• Vision Independent Financial Planning Ltd

  FRN 487395

  • 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)
  • Appointed representative dealing with clients for which they require qualification (since 1 Oct 2025)
  • CF30 Customer (since 1 Oct 2025)
• TC Group Financial Planning LLP

  FRN 842206

  • (2)Employed By (since 1 Oct 2025)
• TAVISTOCK PARTNERS (UK) LTD (no longer approved here)

  FRN 230342

  • [FCA CF] Functions requiring qualifications (13 Oct 2021 to 30 Sep 2025)
  • [FCA CF] Client dealing (13 Oct 2021 to 30 Sep 2025)
• Sandringham Financial Partners Limited (no longer approved here)

  FRN 581304

  • [FCA CF] Client dealing (9 Dec 2019 to 13 Oct 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 13 Oct 2021)
  • CF30 Customer (14 Nov 2016 to 8 Dec 2019)
• Fairstone Wealth Management Limited (no longer approved here)

  FRN 188596

  • CF30 Customer (23 Apr 2015 to 1 Jun 2015)
• Hargreaves Lansdown Advisory Services Limited (no longer approved here)

  FRN 189627

  • CF30 Customer (2 Jun 2014 to 22 Jan 2015)
• SABLE PRIVATE WEALTH MANAGEMENT LIMITED (no longer approved here)

  FRN 222501

  • CF30 Customer (29 May 2013 to 1 Jul 2014)

No changes recorded yet.