William Edward Charles Worsley

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.

  • WINGATE WEALTH MANAGEMENT LIMITED

    FRN 478923

    • 11. Pension transfer specialist
    • 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
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Functions requiring qualifications (since 13 Mar 2023)
    • [FCA CF] Client dealing (since 13 Mar 2023)
  • WFS Consulting Limited (no longer approved here)

    FRN 191531

    • [FCA CF] Client dealing (6 Nov 2023 to 31 Mar 2026)
    • [FCA CF] Functions requiring qualifications (6 Nov 2023 to 31 Mar 2026)
  • Trevor Downing Financial Management (IFA) Limited (no longer approved here)

    FRN 118176

    • [FCA CF] Functions requiring qualifications (26 Sep 2022 to 3 Feb 2023)
    • [FCA CF] Client dealing (26 Sep 2022 to 3 Feb 2023)
  • Hugh Davies Associates Limited (no longer approved here)

    FRN 125569

    • [FCA CF] Functions requiring qualifications (18 Jun 2020 to 16 Aug 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 16 Aug 2022)

Recent activity

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

No changes recorded yet.