Paul Andrew Whitehead

Last updated
2 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Simpson Wood (Financial Services) Limited

    FRN 224131

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 22 Aug 2025)
    • [FCA CF] Client dealing (since 22 Aug 2025)
  • Hills Financial Limited (no longer approved here)

    FRN 767668

    • (4)Employed By (9 Jan 2024 to 1 May 2025)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • Appointed representative dealing with clients for which they require qualification (2 Jan 2024 to 30 Apr 2025)
    • CF30 Customer (27 Nov 2023 to 1 May 2025)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (18 Sep 2023 to 9 Jan 2024)
    • CF30 Customer (23 Aug 2023 to 9 Jan 2024)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Functions requiring qualifications (23 Nov 2020 to 30 Aug 2023)
    • [FCA CF] Client dealing (23 Nov 2020 to 30 Aug 2023)
    • CF30 Customer (17 Jul 2017 to 8 Dec 2019)
  • INTELLIGENT PENSIONS LIMITED (no longer approved here)

    FRN 186250

    • CF30 Customer (14 Apr 2015 to 1 Aug 2017)

Recent activity

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

  1. controlled function removed: Employed By at Hills Financial Limited

  2. controlled function added: (4)Employed By at Hills Financial Limited