Mark Keith Wilson

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.

  • Pensionhelp Limited

    FRN 754665

    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF1 Director (3 Apr 2017 to 8 Dec 2019)
    • CF30 Customer (3 Apr 2017 to 8 Dec 2019)
    • Responsible for Insurance Mediation (3 Apr 2017 to 30 Sep 2018)
  • Pareto Financial Planning Limited (no longer approved here)

    FRN 618272

    • CF30 Customer (26 Mar 2015 to 31 Mar 2017)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF30 Customer (1 Nov 2007 to 6 Mar 2015)
    • CF24 Pension Transfer Specialist (30 Nov 2005 to 31 Oct 2007)
    • CF21 Investment Adviser (30 Nov 2005 to 31 Oct 2007)

Recent activity

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

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