Michaela Ryan

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.

  • PERSONAL FINANCIAL PLANNING LIMITED

    FRN 184595

    • 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 23 Aug 2021)
    • [FCA CF] Functions requiring qualifications (since 23 Aug 2021)
  • Travis Yates Independent Financial Planning Ltd (no longer approved here)

    FRN 196901

    • (2)Employed By (17 Sep 2007 to 11 Dec 2008)
  • Appletree Financial Solutions Limited (no longer approved here)

    FRN 191182

    • (5)Employed By (20 Feb 2007 to 30 Jun 2007)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF21 Investment Adviser (31 Oct 2006 to 30 Jun 2007)
    • CF22 Investment Adviser (Trainee) (29 Apr 2006 to 31 Oct 2006)

Recent activity

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

  1. controlled function added: (5)Employed By at Appletree Financial Solutions Limited