Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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 19 Jul 2022)
- CF30 Customer (since 19 Jul 2022)
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Hoban Financial Planning Ltd
FRN 565687
- Employed By (since 19 Jul 2022)
Recent activity
Updates to this individual's record on the FCA register.
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