Trevor Keith Wilshire

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.

  • Fairstone Financial Management Limited

    FRN 475973

    • 11. Pension transfer specialist
    • 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)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 28 May 2020)
    • [FCA CF] Client dealing (since 28 May 2020)
  • Castlegate Financial Management Limited (no longer approved here)

    FRN 169777

    • CF1 Director (AR) (28 Jul 2006 to 1 Nov 2006)
    • CF24 Pension Transfer Specialist (19 Apr 2002 to 1 Nov 2006)
    • CF21 Investment Adviser (1 Dec 2001 to 1 Nov 2006)
  • M T Financial Management Ltd (no longer approved here)

    FRN 181128

    • (5)Employed By (28 Jul 2006 to 1 Nov 2006)

Recent activity

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

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