Patrick Van Eady

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.

  • Vision Independent Financial Planning Ltd

    FRN 487395

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 25 Jul 2019)
    • CF30 Customer (since 25 Jul 2019)
  • Vantreo Wealth Management Ltd

    FRN 842455

    • Employed By (since 25 Jul 2019)
  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • CF30 Customer (9 Sep 2013 to 2 May 2019)
  • Prudential Distribution Limited (no longer approved here)

    FRN 194709

    • CF30 Customer (8 May 2012 to 9 Sep 2013)
  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • CF30 Customer (3 Sep 2010 to 7 May 2012)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF30 Customer (13 Jul 2010 to 16 Sep 2010)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (8 Apr 2008 to 2 Jul 2010)

Recent activity

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

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