Samuel Robert Whatsize

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)
    • CF30 Customer (since 26 Feb 2026)
    • Appointed representative dealing with clients for which they require qualification (since 26 Feb 2026)
  • TC Group Financial Planning LLP

    FRN 842206

    • (1)Employed By (since 26 Feb 2026)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Client dealing (7 Oct 2022 to 25 Feb 2026)
    • [FCA CF] Functions requiring qualifications (7 Oct 2022 to 25 Feb 2026)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Functions requiring qualifications (7 Oct 2022 to 25 Feb 2026)
    • [FCA CF] Client dealing (7 Oct 2022 to 25 Feb 2026)
  • BROWN SHIPLEY & CO. LIMITED (no longer approved here)

    FRN 124548

    • [FCA CF] Functions requiring qualifications (21 Apr 2021 to 30 Aug 2022)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • [FCA CF] Functions requiring qualifications (27 Mar 2019 to 4 Dec 2020)

Recent activity

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

No changes recorded yet.