Olivia Julia Doherty

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)
    • [FCA CF] Client dealing (since 16 Mar 2026)
    • [FCA CF] Functions requiring qualifications (since 16 Mar 2026)
  • Attivo Financial Planning Limited (no longer approved here)

    FRN 451967

    • Employed By (14 Sep 2021 to 19 Aug 2022)
  • Attivo Financial Services Limited (no longer approved here)

    FRN 462105

    • Appointed representative dealing with clients for which they require qualification (14 Sep 2021 to 19 Aug 2022)
    • CF30 Customer (14 Sep 2021 to 19 Aug 2022)
    • [FCA CF] Functions requiring qualifications (14 Sep 2021 to 19 Aug 2022)
  • Attivo Financial Limited (no longer approved here)

    FRN 497130

    • [FCA CF] Client dealing (14 Sep 2021 to 19 Aug 2022)
    • [FCA CF] Functions requiring qualifications (14 Sep 2021 to 19 Aug 2022)

Recent activity

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

No changes recorded yet.