Amanda Jane Holden

Last updated
2 weeks ago
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Where they hold approval

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

  • Clarity Wealth Management LLP

    FRN 575252

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or 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)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 18 Sep 2023)
    • [FCA CF] Client dealing (since 18 Sep 2023)
  • AFH Independent Financial Services Limited (no longer approved here)

    FRN 216704

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Sep 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 14 Sep 2023)
    • CF30 Customer (8 May 2017 to 8 Dec 2019)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (23 Apr 2014 to 6 Mar 2016)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 11 Nov 2012)
    • CF21 Investment Adviser (28 Mar 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (20 Mar 2006 to 28 Mar 2007)

Recent activity

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

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