Peter Williamson

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.

  • Vision Independent Financial Planning Ltd

    FRN 487395

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 8 Feb 2013)
    • CF30 Customer (since 22 Nov 2012)
  • Vision Wealth Limited

    FRN 591584

    • Employed By (since 8 Feb 2013)
  • Key Retirement Solutions Limited (no longer approved here)

    FRN 224987

    • CF21 Investment Adviser (18 Dec 2003 to 18 Dec 2003)

Recent activity

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

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