Summary
Embedded Advice Limited is a London-based holistic financial planner. It was first authorised by the FCA in 2026. It has permissions related to insurance, investments, and pensions.
Timeline
Role appointment: [FCA CF] Client dealing (Dawn Victoria Toma)
Role appointment: [FCA CF] Functions requiring qualifications (Dawn Victoria Toma)
Role appointment: Director of firm who is not a certification employee or a SMF manager (Mr Steven Paul Butler)
Firm permissions
Director of firm who is not a certification employee or a SMF manager
Mr Steven Paul Butler
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Jordan Mayo
CPD4 - Personal recommendation on retail investments (not broker funds)
Dawn Victoria Toma
FAQ
Explore more public profiles and role directories.