Reena Mistry

Last updated
1 week ago
Watch for changes

Where they hold approval

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

  • Isio Wealth Planning Limited

    FRN 460880

    • 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 10 Feb 2025)
    • [FCA CF] Client dealing (since 10 Feb 2025)
  • AFH Independent Financial Services Limited (no longer approved here)

    FRN 216704

    • [FCA CF] Client dealing (29 Aug 2023 to 15 Nov 2024)
    • [FCA CF] Functions requiring qualifications (29 Aug 2023 to 15 Nov 2024)
  • Flying Colours Advice Limited (no longer approved here)

    FRN 672022

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Jul 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 28 Jul 2023)
    • CF30 Customer (20 Nov 2019 to 8 Dec 2019)
  • Greystone Financial Services Limited (no longer approved here)

    FRN 154622

    • CF30 Customer (14 Jul 2017 to 27 Sep 2019)

Recent activity

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

No changes recorded yet.