Rebecca Jane Williams

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.

  • Pareto Financial Planning Limited

    FRN 618272

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Manager of certification employee (since 1 Oct 2022)
    • [FCA CF] Client dealing (since 11 Aug 2021)
    • [FCA CF] Functions requiring qualifications (since 11 Aug 2021)
  • Gresham Wealth Management (FS) Ltd (no longer approved here)

    FRN 621596

    • [FCA CF] Functions requiring qualifications (9 Dec 2020 to 27 Jul 2021)
    • [FCA CF] Client dealing (9 Dec 2020 to 27 Jul 2021)
    • CF30 Customer (1 Aug 2014 to 8 Dec 2019)
  • Greystone Financial Services Limited (no longer approved here)

    FRN 154622

    • CF30 Customer (10 Oct 2013 to 29 Nov 2013)

Recent activity

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

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