Rhian Margharita Freear

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.

  • Perspective (Central & East) Limited

    FRN 223377

    • 11. Pension transfer specialist
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 6 Oct 2025)
    • [FCA CF] Functions requiring qualifications (since 6 Oct 2025)
  • PERSPECTIVE (SOUTH EAST) LIMITED

    FRN 178690

    • 11. Pension transfer specialist
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 28 Mar 2024)
    • [FCA CF] Functions requiring qualifications (since 28 Mar 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (3 Dec 2019 to 9 Mar 2021)
  • Oakwood Asset Management LLP (no longer approved here)

    FRN 492241

    • CF30 Customer (26 Oct 2015 to 3 Dec 2019)

Recent activity

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

No changes recorded yet.