Paul Simon Fisher

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.

  • Oculus Wealth Management Limited

    FRN 605985

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 15 Jan 2020)
    • CF1 Director (AR) (since 15 Jan 2020)
    • CF30 Customer (since 15 Jan 2020)
    • [FCA CF] Functions requiring qualifications (since 15 Jan 2020)
    • [FCA CF] Client dealing (since 9 Dec 2019)
  • Oculus Wealth Management (Bradford on Avon) Limited

    FRN 916207

    • (1)Employed By (since 15 Jan 2020)
  • TrinityBridge Limited (no longer approved here)

    FRN 119329

    • CF30 Customer (26 Nov 2010 to 18 Jan 2011)
  • Coutts & Company (no longer approved here)

    FRN 122287

    • CF30 Customer (1 Nov 2007 to 13 Jul 2010)
    • CF22 Investment Adviser (Trainee) (5 Sep 2006 to 31 Oct 2007)

Recent activity

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

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