Paul Witham

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Corbel Partners Limited

    FRN 429142

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 6 Nov 2025)
    • CF30 Customer (since 6 Nov 2025)
    • [FCA CF] Client dealing (since 6 Nov 2025)
    • [FCA CF] Functions requiring qualifications (since 6 Nov 2025)
  • Avanti Financial Planning Limited

    FRN 1026303

    • (1)Employed By (since 6 Nov 2025)
  • ASCOT LLOYD FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 144519

    • [FCA CF] Functions requiring qualifications (19 May 2023 to 5 Nov 2025)
    • [FCA CF] Client dealing (19 May 2023 to 5 Nov 2025)
  • Isio Wealth Planning Limited (no longer approved here)

    FRN 460880

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Apr 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 28 Apr 2023)
    • CF30 Customer (11 Jan 2016 to 8 Dec 2019)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (30 Nov 2010 to 13 Dec 2010)

Recent activity

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

No changes recorded yet.