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Brian Wilson

Brian Wilson of Brian Wilson is based in Ballymena. Brian has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
[FCA CF] Manager of certification employee
[FCA CF] Material risk taker
[FCA CF] Significant management
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
SMF16 Compliance Oversight
SMF17 Money Laundering Reporting Officer (MLRO)
Sole trader dealing with clients for which they require qualification

Previous Employment:
Brian Wilson30/03/2007 to 09/01/2014
Financial Limited05/02/2010 to 09/01/2014
Investments Ltd30/03/2007 to 04/02/2010
Quilter Financial Planning Solutions Limited07/12/2004 to 05/09/2006
Barclays Financial Planning Limited01/12/2001 to 17/11/2004
My Pension Expert
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.