Amy Shepherd

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.

  • Crown Wealth Ltd (no longer approved here)

    FRN 493766

    • Employed By (14 Feb 2023 to 30 Aug 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Aug 2024)
    • CF1 Director (AR) (16 Oct 2018 to 2 Mar 2023)
    • CF30 Customer (9 Nov 2017 to 30 Aug 2024)
  • Amy Shepherd Financial Planning Ltd (no longer approved here)

    FRN 793551

    • Employed By (9 Nov 2017 to 30 Aug 2024)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (9 Sep 2014 to 6 Mar 2016)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (10 Jul 2013 to 17 Apr 2014)

Recent activity

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

No changes recorded yet.