Y Tree Limited
Investment and advice, Wealth manager
Y Tree Ltd, 130 Shaftesbury Avenue, London, Westminster, W1D 5EU
Summary
Y Tree Limited is a London-based wealth manager. It was first authorised by the FCA in 2023. It has permissions related to credit, insurance, investments, and pensions.
Timeline
Role appointment: [FCA CF] Functions requiring qualifications (James Martin Doughty)
Role appointment: [FCA CF] Client dealing (Henry Martin)
Role appointment: [FCA CF] Client dealing (Xianheng Feng)
Firm permissions
CPD12 - Personal recommendation/dealing in securities (not SHP/PPP/Broker funds)
Thomas Stephen Fleming
CPD12 - Personal recommendation/dealing in securities (not SHP/PPP/Broker funds)
Mr Mitchell Livingstone
CPD12 - Personal recommendation/dealing in securities (not SHP/PPP/Broker funds)
James Martin Doughty
CPD12 - Personal recommendation/dealing in securities (not SHP/PPP/Broker funds)
David MacLean Mair
CPD12 - Personal recommendation/dealing in securities (not SHP/PPP/Broker funds)
Henry Martin
FAQ
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