Tracy Ann Andrews

• Perspective (Gould Financial Planning) Limited

  FRN 525989

  • 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)
  • [FCA CF] Functions requiring qualifications (since 13 Apr 2026)
  • [FCA CF] Client dealing (since 13 Apr 2026)
• The M Group Financial Services Limited (no longer approved here)

  FRN 206984

  • Employed By (23 Aug 2017 to 24 Feb 2022)
• Tait Conisbee Seymour Life & Pensions Ltd (no longer approved here)

  FRN 513857

  • Employed By (22 Aug 2017 to 24 Feb 2022)
• The Tavistock Partnership Limited (no longer approved here)

  FRN 519014

  • CF30 Customer (5 Jun 2017 to 31 Jul 2017)
• Atomos Financial Planning Limited (no longer approved here)

  FRN 193503

  • CF30 Customer (22 Jun 2015 to 30 Apr 2017)
• Bank of Scotland plc (no longer approved here)

  FRN 169628

  • CF30 Customer (1 Nov 2007 to 30 Apr 2008)
  • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
• HSBC Bank Plc (no longer approved here)

  FRN 114216

  • CF22 Investment Adviser (Trainee) (13 Dec 2002 to 28 May 2004)

No changes recorded yet.