Michael Sherman

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.

  • Atomos Financial Planning Limited

    FRN 193503

    • 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] Client dealing (since 26 Aug 2025)
    • [FCA CF] Functions requiring qualifications (since 26 Aug 2025)
    • [FCA CF] Manager of certification employee (13 Mar 2024 to 6 Sep 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 Sep 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 6 Sep 2024)
    • CF30 Customer (31 Aug 2018 to 8 Dec 2019)
  • My Pension Expert Limited (no longer approved here)

    FRN 579999

    • [FCA CF] Functions requiring qualifications (30 Jan 2025 to 12 Aug 2025)
    • [FCA CF] Client dealing (30 Jan 2025 to 12 Aug 2025)
  • Hybrid Advice Central Limited (no longer approved here)

    FRN 711110

    • [FCA CF] Functions requiring qualifications (20 Nov 2024 to 13 Jan 2025)
    • [FCA CF] Client dealing (20 Nov 2024 to 13 Jan 2025)
    • CF30 Customer (12 Jul 2024 to 27 Jan 2025)
  • Wheatley IFA Limited (no longer approved here)

    FRN 912401

    • Employed By (12 Jul 2024 to 27 Jan 2025)

Recent activity

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

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