Natascha Levy

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.

  • GEMINI WEALTH MANAGEMENT LTD

    FRN 458880

    • 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)
    • 9A. Advising on P2P agreements
    • [FCA CF] Functions requiring qualifications (since 17 Apr 2025)
    • [FCA CF] Client dealing (since 17 Apr 2025)
  • PINNACLE FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 493625

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 25 Mar 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 25 Mar 2025)
    • CF30 Customer (19 Mar 2018 to 8 Dec 2019)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 7 Aug 2002)

Recent activity

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

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