Timothy John Wills

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.

  • AFH Independent Financial Services Limited

    FRN 216704

    • 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
    • [FCA CF] Client dealing (since 27 Mar 2026)
    • [FCA CF] Functions requiring qualifications (since 27 Mar 2026)
  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • Appointed representative dealing with clients for which they require qualification (9 Sep 2024 to 12 Mar 2026)
    • CF30 Customer (6 Sep 2024 to 12 Mar 2026)
  • Ascent Wealth Management (no longer approved here)

    FRN 915918

    • (1)Employed By (6 Sep 2024 to 12 Mar 2026)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • [FCA CF] Functions requiring qualifications (28 Dec 2023 to 4 Jul 2024)
    • [FCA CF] Client dealing (28 Dec 2023 to 4 Jul 2024)
  • Money Release Limited (no longer approved here)

    FRN 679004

    • [FCA CF] Functions requiring qualifications (21 Jul 2021 to 13 Dec 2023)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Feb 2020)
  • Age Partnership Limited (no longer approved here)

    FRN 425432

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Feb 2021)

Recent activity

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

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