Robert Joseph Newark

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.

  • Performance Wealth Management Limited

    FRN 824132

    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • CF1 Director (AR) (since 10 Jul 2025)
    • CF30 Customer (since 20 May 2022)
    • SMF3 (AR) Executive Director function (since 20 May 2022)
    • Appointed representative dealing with clients for which they require qualification (since 17 Mar 2022)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 14 May 2019)
    • CF30 Customer (14 May 2019 to 8 Dec 2019)
    • CF1 Director (14 May 2019 to 8 Dec 2019)
    • CF10 Compliance Oversight (14 May 2019 to 8 Dec 2019)
  • Sterling Wealth & Mortgages Ltd

    FRN 972302

    • (2)Employed By (since 20 May 2022)
  • Robert Joseph Newark (no longer approved here)

    FRN 531116

    • Employed By (6 Sep 2010 to 8 Dec 2019)
  • Homecroft Financial Management Limited (no longer approved here)

    FRN 146719

    • CF30 Customer (1 Nov 2007 to 28 Aug 2019)
    • CF24 Pension Transfer Specialist (25 May 2007 to 31 Oct 2007)
    • CF21 Investment Adviser (18 Apr 2007 to 31 Oct 2007)
    • CF1 Director (7 Aug 2006 to 28 Aug 2019)

Recent activity

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

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