NADINE Perry

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.

  • Attivo Financial Services Limited

    FRN 462105

    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 18 Mar 2026)
  • Attivo Financial Limited

    FRN 497130

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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
    • 11. Pension transfer specialist
    • [FCA CF] Functions requiring qualifications (since 19 Apr 2024)
    • [FCA CF] Client dealing (since 4 Apr 2024)
    • Appointed representative dealing with clients for which they require qualification (4 Apr 2024 to 19 Apr 2024)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Client dealing (9 Dec 2019 to 27 Mar 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Mar 2024)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Mar 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 27 Mar 2024)
    • CF30 Customer (8 Sep 2014 to 8 Dec 2019)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (13 Feb 2008 to 1 Sep 2014)
    • CF21 Investment Adviser (19 Mar 2007 to 27 Oct 2007)
    • CF22 Investment Adviser (Trainee) (4 Dec 2003 to 19 Mar 2007)

Recent activity

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

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