Zoe Hart

Last updated
6 days ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Eastern Financial Consultants Ltd

    FRN 952886

    • 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 6 Nov 2025)
    • [FCA CF] Client dealing (since 6 Nov 2025)
  • Sophex Limited

    FRN 457902

    • 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] Client dealing (since 7 May 2024)
    • [FCA CF] Functions requiring qualifications (since 7 May 2024)
  • ASSET INVESTMENT MANAGEMENT LTD.

    FRN 462797

    • 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 28 Apr 2023)
    • [FCA CF] Client dealing (since 28 Apr 2023)
  • D B Financial Management Limited

    FRN 522214

    • 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] Client dealing (since 9 Mar 2023)
    • [FCA CF] Functions requiring qualifications (since 9 Mar 2023)
  • Insight Wealth Limited

    FRN 470603

    • 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 3 Mar 2023)
    • [FCA CF] Client dealing (since 3 Mar 2023)
  • Insight Financial Associates Limited

    FRN 458421

    • 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 9 Jan 2023)
    • [FCA CF] Client dealing (since 9 Jan 2023)

Recent activity

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

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