Nicholas John Helyar

Last updated
3 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] Functions requiring qualifications (since 12 Feb 2026)
    • [FCA CF] Client dealing (since 12 Feb 2026)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • [FCA CF] Functions requiring qualifications (7 Mar 2016 to 6 Oct 2025)
    • CF30 Customer (4 Mar 2010 to 6 Mar 2016)
    • CF21 Investment Adviser (1 Dec 2001 to 23 Jun 2004)
  • Santander ISA Managers Limited (no longer approved here)

    FRN 171448

    • CF21 Investment Adviser (1 Dec 2001 to 30 Aug 2002)

Recent activity

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

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