Simon Perkins

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.

  • HL Partnership Limited

    FRN 303397

    • CF1 Director (AR) (since 22 Aug 2022)
  • TC Mortgages Limited

    FRN 978599

    • (2)Employed By (since 22 Aug 2022)
  • 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 1 Dec 2018)
    • CF30 Customer (since 1 Dec 2018)
  • TC Group Financial Planning LLP

    FRN 842206

    • (6)Employed By (since 28 Oct 2019)
  • TC Financial Planning Limited

    FRN 824546

    • (1)Employed By (since 1 Dec 2018)
  • Fidelius Ltd (no longer approved here)

    FRN 188615

    • CF30 Customer (15 Jun 2015 to 3 Oct 2018)
  • Azets Financial Planning Limited (no longer approved here)

    FRN 526955

    • Employed By (5 May 2015 to 7 Dec 2018)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 6 May 2015)
    • CF21 Investment Adviser (1 Jul 2007 to 31 Oct 2007)
  • Scottish Widows Unit Trust Managers Limited (no longer approved here)

    FRN 122129

    • CF21 Investment Adviser (18 Jun 2003 to 30 Jun 2007)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 18 Jun 2003)

Recent activity

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

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