Michael Tricker

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • 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 9 Dec 2019)
    • CF1 Director (AR) (since 27 Jun 2017)
    • CF30 Customer (since 27 Jun 2017)
  • MWT Wealth Management Limited

    FRN 781181

    • (1)Employed By (since 27 Jun 2017)
  • TC Group Financial Planning LLP (no longer approved here)

    FRN 842206

    • (5)Employed By (20 Nov 2019 to 28 Feb 2023)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2007 to 6 Mar 2016)
    • CF22 Investment Adviser (Trainee) (1 Nov 2007 to 31 Oct 2007)
    • CF21 Investment Adviser (26 Jul 2002 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.