Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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PANORAMIC WEALTH MANAGEMENT LIMITED
FRN 705785
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 15 Jan 2026)
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- Appointed representative dealing with clients for which they require qualification (22 Oct 2024 to 17 Jan 2025)
Recent activity
Updates to this individual's record on the FCA register.
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