Paul Philip Wedge

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.

  • A & J WEALTH MANAGEMENT LIMITED

    FRN 428590

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 14. Managing investments
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (8 Sep 2017 to 8 Dec 2019)
  • Redwood Insurance Brokers Limited (no longer approved here)

    FRN 306450

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2019)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2019)
    • CF30 Customer (7 Jul 2016 to 8 Dec 2019)
  • Ascot Lloyd Limited (no longer approved here)

    FRN 578614

    • CF30 Customer (7 Aug 2013 to 30 Jun 2016)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (25 Jan 2012 to 6 Aug 2012)
  • NatWest Markets Plc (no longer approved here)

    FRN 121882

    • CF30 Customer (25 Feb 2008 to 15 Mar 2010)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 4 Nov 2007)
    • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
  • HBOS Investment Fund Managers Limited (no longer approved here)

    FRN 119223

    • CF21 Investment Adviser (24 Sep 2002 to 5 Jun 2003)

Recent activity

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

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