Peter John Wicks

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.

  • Astute Financial & Lifestyle Planning Limited

    FRN 437966

    • 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 30 Jan 2025)
    • [FCA CF] Client dealing (since 30 Jan 2025)
  • Cooper Parry Wealth Limited

    FRN 197193

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 17 Nov 2023)
    • [FCA CF] Functions requiring qualifications (since 17 Nov 2023)
  • LONSDALE FINANCIAL CONSULTING LIMITED

    FRN 189974

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 6 Oct 2023)
    • [FCA CF] Client dealing (since 6 Oct 2023)
  • Chamberlyns Limited

    FRN 183524

    • 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 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (23 Jan 2018 to 8 Dec 2019)

Recent activity

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

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