DW 2020 Limited
Investment and advice, Holistic financial planner
Dodd & Co, Fifteen, Montgomery Way Rosehill Industrial Estate, Carlisle, Cumberland, CA1 2RW
Summary
DW 2020 Limited is a Carlisle-based holistic financial planner. It was first authorised by the FCA in 2020. It has permissions related to investments and pensions.
Timeline
Role appointment: [FCA CF] Client dealing (Mrs Hannah Louise Ridsdale Heslop)
Role appointment: [FCA CF] Functions requiring qualifications (Mrs Hannah Louise Ridsdale Heslop)
Role appointment: [FCA CF] Client dealing (Mr Daniel James Gawith)
Firm permissions
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Daniel James Gawith
CPD4 - Personal recommendation on retail investments (not broker funds)
Sarah Beth Jackson
CPD4 - Personal recommendation on retail investments (not broker funds)
Mrs Hannah Louise Ridsdale Heslop
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Nathan Glaister
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Ainslie Cowie
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mrs Hannah Louise Ridsdale Heslop
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Nathan Glaister
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Ainslie Cowie
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Daniel James Gawith
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Sarah Beth Jackson
FAQ
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