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Frederick Winter

Frederick Winter of Gratitude Financial Planning Limited is based in Ashby-de-la-Zouch. Frederick has up to 8 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD2 - Personal recommendation on Securities (not SHP/PPP/Broker funds)
CPD4 - Personal recommendation on retail investments (not broker funds)
Responsible for Insurance Distribution
SMF16 Compliance Oversight
SMF17 Money Laundering Reporting Officer (MLRO)
SMF3 Executive Director

Previous Employment:
Lonsdale Financial Consulting Ltd28/01/2021 to 01/11/2021
Chamberlyns Limited28/01/2021 to 01/11/2021
Chamberlyns(Leicestershire)Ltd28/01/2021 to 01/11/2021
Adam & Company Investment Management Limited22/03/2016 to 18/07/2016
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