Andrea Pamela Owen

• TRUE BEARING LIMITED

  FRN 486512

  • 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] Client dealing (since 7 Oct 2024)
  • [FCA CF] Functions requiring qualifications (since 7 Oct 2024)
• LCM FAMILY LIMITED (no longer approved here)

  FRN 227651

  • [FCA CF] Manager of certification employee (9 Feb 2023 to 4 Jun 2024)
  • [FCA CF] Client dealing (9 Feb 2023 to 4 Jun 2024)
  • [FCA CF] Functions requiring qualifications (9 Feb 2023 to 4 Jun 2024)
• Attivo Financial Limited (no longer approved here)

  FRN 497130

  • [FCA CF] Client dealing (24 Jan 2022 to 13 Jan 2023)
  • [FCA CF] Functions requiring qualifications (24 Jan 2022 to 13 Jan 2023)
• Hilltop Finance Limited (no longer approved here)

  FRN 787803

  • [FCA CF] Functions requiring qualifications (3 Aug 2020 to 31 Dec 2021)
  • [FCA CF] Client dealing (3 Aug 2020 to 31 Dec 2021)
• Willson Grange Limited (no longer approved here)

  FRN 593803

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2020)
  • CF30 Customer (5 Apr 2017 to 8 Dec 2019)
• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • CF30 Customer (25 Feb 2015 to 7 Apr 2017)
• Willson Grange Ltd (no longer approved here)

  FRN 503107

  • Employed By (20 Jan 2015 to 7 Apr 2017)
• Quilter Financial Limited (no longer approved here)

  FRN 497604

  • CF30 Customer (21 Feb 2014 to 5 Jan 2015)
• Camargue Chambers LLP (no longer approved here)

  FRN 565230

  • Employed By (21 Feb 2014 to 5 Jan 2015)

No changes recorded yet.