Sandra Augustyniak

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.

  • Evolution Financial Planning Ltd.

    FRN 593368

    • (2)Employed By (since 12 Feb 2024)
  • 2 Plan Wealth Management Limited

    FRN 461598

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 27 Jun 2022)
    • CF1 Director (AR) (since 15 Jun 2022)
    • CF30 Customer (since 15 Jun 2022)
    • [FCA CF] Functions requiring qualifications (6 Jun 2022 to 27 Jun 2022)
    • [FCA CF] Client dealing (6 Jun 2022 to 27 Jun 2022)
  • TaxAssist Direct Financial Services Limited (no longer approved here)

    FRN 971520

    • (10)Employed By (9 Feb 2023 to 12 Feb 2024)
  • HSBC UK Bank Plc (no longer approved here)

    FRN 765112

    • [FCA CF] Functions requiring qualifications (15 Jun 2020 to 31 Mar 2022)

Recent activity

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

  1. controlled function removed: Employed By at Evolution Financial Planning Ltd.

  2. controlled function added: (2)Employed By at Evolution Financial Planning Ltd.