Michaela Simone Robson

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.

  • KW Wealth Planning Limited

    FRN 114694

    • 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] Client dealing (since 31 Oct 2025)
    • [FCA CF] Functions requiring qualifications (since 31 Oct 2025)
  • The Financial Planning Centre Limited (no longer approved here)

    FRN 222342

    • [FCA CF] Client dealing (6 Jan 2025 to 10 Oct 2025)
    • [FCA CF] Functions requiring qualifications (6 Jan 2025 to 10 Oct 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (30 Jul 2024 to 19 Nov 2024)
    • CF30 Customer (13 Jul 2024 to 19 Nov 2024)
  • RetireInvest Limited (no longer approved here)

    FRN 735551

    • (4)Employed By (13 Jul 2024 to 19 Nov 2024)

Recent activity

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

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