Nicholas Patrick Jerzy Konarski

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.

  • Isio Wealth Planning Limited

    FRN 460880

    • 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] Client dealing (since 3 Apr 2025)
    • [FCA CF] Functions requiring qualifications (since 3 Apr 2025)
  • CHRISTIAN DOUGLASS GROUP LIMITED (no longer approved here)

    FRN 465861

    • [FCA CF] Functions requiring qualifications (10 Apr 2024 to 6 Sep 2024)
    • [FCA CF] Client dealing (10 Apr 2024 to 6 Sep 2024)
  • Forvis Mazars Financial Planning Limited (no longer approved here)

    FRN 182644

    • [FCA CF] Client dealing (4 Jan 2022 to 31 Jan 2024)
    • [FCA CF] Functions requiring qualifications (4 Jan 2022 to 31 Jan 2024)

Recent activity

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

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