Michaela Goater-Hopwood

Last updated
2 weeks ago
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Where they hold approval

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

  • MWA FINANCIAL ADVICE LTD

    FRN 460399

    • 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)
    • [FCA CF] Functions requiring qualifications (since 17 Jan 2025)
    • [FCA CF] Client dealing (since 17 Jan 2025)
    • [FCA CF] Functions requiring qualifications (1 Sep 2023 to 1 Nov 2023)
    • [FCA CF] Client dealing (1 Sep 2023 to 1 Nov 2023)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • [FCA CF] Client dealing (9 Dec 2023 to 1 Jan 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2023 to 1 Jan 2025)

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

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