Robert Matthew MacDonald Wilkinson

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.

  • FOGWILL & JONES ASSET MANAGEMENT LIMITED

    FRN 433208

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Functions requiring qualifications (since 16 Jul 2024)
    • [FCA CF] Client dealing (since 16 Jul 2024)
  • Tenet & You Limited (no longer approved here)

    FRN 455280

    • Employed By (11 Mar 2024 to 20 Jun 2024)
  • My Pension Expert Limited (no longer approved here)

    FRN 579999

    • CF30 Customer (11 Mar 2024 to 20 Jun 2024)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • [FCA CF] Client dealing (2 Nov 2022 to 5 Jun 2024)
    • Appointed representative dealing with clients for which they require qualification (2 Nov 2022 to 5 Jun 2024)
    • CF30 Customer (24 Oct 2022 to 28 May 2024)
  • Skipton Building Society (no longer approved here)

    FRN 153706

    • [FCA CF] Client dealing (29 Oct 2019 to 30 Sep 2022)
    • [FCA CF] Functions requiring qualifications (29 Oct 2019 to 30 Sep 2022)

Recent activity

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

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