Olivia Agnew

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.

  • Vintage Wealth Management Limited

    FRN 593380

    • 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)
    • CF30 Customer (since 16 Apr 2026)
    • [FCA CF] Client dealing (since 8 May 2025)
    • [FCA CF] Functions requiring qualifications (since 8 May 2025)
  • Nordens Wealth Management Limited

    FRN 1051372

    • (3)Employed By (since 16 Apr 2026)
  • Henri James Wealth Ltd (no longer approved here)

    FRN 586453

    • [FCA CF] Client dealing (7 May 2024 to 24 Jan 2025)
    • [FCA CF] Functions requiring qualifications (7 May 2024 to 24 Jan 2025)

Recent activity

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

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