Advisers, is this your profile? Click here to confirm and add details

Aled Wyn

Aled Wyn of I Planning Wealth Management Ltd is based in AMMANFORD. Aled has up to 12 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD20 - Advising or arranging regulated mortgage contracts
CPD21 - Advising or arranging equity release transactions
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD7 - Personal recommendation on long-term care insurance
Responsibility for MCD Intermediation
SMF16 Compliance Oversight
SMF3 Executive Director
My Pension Expert