Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Vizion Wealth LLP
FRN 565523
- 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)
- SMF27 Partner (since 21 May 2025)
- [FCA CF] Functions requiring qualifications (since 1 Nov 2023)
- [FCA CF] Client dealing (since 1 Nov 2023)
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- CF30 Customer (31 Dec 2012 to 8 Dec 2019)
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- CF21 Investment Adviser (23 Dec 2003 to 27 Mar 2006)
- CF22 Investment Adviser (Trainee) (2 Jun 2003 to 23 Dec 2003)
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- CF21 Investment Adviser (1 Jul 2002 to 2 Jun 2003)
- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 7 Jul 2002)
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- CF21 Investment Adviser (1 Jul 2002 to 2 Jun 2003)
- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 1 Jul 2002)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.