Robert Edmund Wilson

Last updated
1 week ago
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Where they hold approval

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

  • ISIO Services Limited

    FRN 922376

    • SMF3 Executive Director (since 4 Feb 2025)
    • Responsible for Insurance Distribution (since 4 Feb 2025)
    • [FCA CF] Manager of certification employee (since 22 Jun 2022)
    • [FCA CF] Client dealing (since 22 Jun 2022)
  • 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] Manager of certification employee (since 18 Dec 2024)
    • [FCA CF] Functions requiring qualifications (since 18 Dec 2024)
    • [FCA CF] Client dealing (since 18 Dec 2024)
  • Towers Watson Limited (no longer approved here)

    FRN 432886

    • [FCA CF] Client dealing (9 Dec 2019 to 21 Apr 2022)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 21 Apr 2022)
    • CF30 Customer (30 Sep 2016 to 8 Dec 2019)
  • PricewaterhouseCoopers LLP (no longer approved here)

    FRN 221411

    • CF30 Customer (17 Dec 2010 to 9 Nov 2015)
    • CF26 Customer Trading (22 May 2003 to 22 Sep 2004)
    • CF22 Investment Adviser (Trainee) (22 May 2003 to 22 Sep 2004)

Recent activity

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

No changes recorded yet.