Paul Darren Winfield

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.

  • SALTUS WEALTH PARTNERSHIP LIMITED

    FRN 449607

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 9A. Advising on P2P agreements
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF4 Partner (AR) (28 May 2013 to 24 Jun 2014)
    • CF30 Customer (4 Oct 2010 to 8 Feb 2011)
  • Gracechurch Wealth Management LLP (no longer approved here)

    FRN 454766

    • CF30 Customer (1 Nov 2007 to 31 May 2010)
    • CF22 Investment Adviser (Trainee) (20 Dec 2006 to 31 Oct 2007)

Recent activity

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

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