Alexandra McClelland

Last updated
1 week ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Isio Wealth Planning Limited

    FRN 460880

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 18 Dec 2024)
    • [FCA CF] Client dealing (since 18 Dec 2024)
  • ISIO Services Limited

    FRN 922376

    • [FCA CF] Client dealing (since 22 Oct 2024)
  • Russell Investments Limited (no longer approved here)

    FRN 122282

    • [FCA CF] Manager of certification employee (24 Feb 2022 to 21 Jul 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 21 Jul 2023)
    • CF30 Customer (28 Nov 2019 to 8 Dec 2019)
  • Aon Investments Limited (no longer approved here)

    FRN 459481

    • CF30 Customer (24 Jan 2018 to 8 Nov 2019)

Recent activity

Updates to this individual's record on the FCA register.

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