Russell Metherell

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Vision Independent Financial Planning Ltd

    FRN 487395

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 12 Jul 2013)
    • CF30 Customer (since 12 Jul 2013)
  • Strategic Wealth and Financial Planning Ltd

    FRN 603706

    • (1)Employed By (since 12 Jul 2013)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2007 to 7 Jun 2013)
    • CF21 Investment Adviser (24 Nov 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 May 2003 to 24 Nov 2003)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (1 Dec 2001 to 11 Jun 2002)

Recent activity

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

  1. controlled function removed: Employed By at Strategic Wealth and Financial Planning Ltd

  2. controlled function added: (1)Employed By at Strategic Wealth and Financial Planning Ltd