Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Insight Financial Associates Limited
FRN 458421
- 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] Functions requiring qualifications (since 1 Mar 2026)
- [FCA CF] Client dealing (since 1 Mar 2026)
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- [FCA CF] Client dealing (3 Apr 2023 to 27 Feb 2026)
- [FCA CF] Functions requiring qualifications (3 Apr 2023 to 27 Feb 2026)
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- CF30 Customer (2 Jun 2008 to 13 Apr 2012)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.