Ashleigh Halit

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.

  • Ashleigh Green Financial Services Ltd

    FRN 801412

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 16 Dec 2025)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 3 May 2018)
    • [FCA CF] Functions requiring qualifications (2 Jul 2020 to 27 Feb 2024)
    • SMF16 Compliance Oversight (9 Dec 2019 to 12 Jun 2024)
    • CF10 Compliance Oversight (3 May 2018 to 8 Dec 2019)
    • CF1 Director (3 May 2018 to 8 Dec 2019)
    • Responsible for Insurance Mediation (3 May 2018 to 30 Sep 2018)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 26 Oct 2023)
    • CF1 Director (AR) (since 2 Oct 2023)
    • CF30 Customer (since 2 Oct 2023)
  • Primary Financial Planning Ltd

    FRN 732493

    • (1)Employed By (since 5 Jun 2020)
    • (1)Employed By (10 Feb 2016 to 17 Sep 2018)
  • New Leaf Distribution Limited (no longer approved here)

    FRN 460421

    • Appointed representative dealing with clients for which they require qualification (8 Jun 2020 to 2 Oct 2023)
    • [FCA CF] Client dealing (8 Jun 2020 to 2 Oct 2023)
    • CF1 Director (AR) (5 Jun 2020 to 2 Oct 2023)
    • CF30 Customer (5 Jun 2020 to 2 Oct 2023)
  • Stonebridge Mortgage Solutions Ltd (no longer approved here)

    FRN 454811

    • CF1 Director (AR) (10 Feb 2016 to 14 Sep 2018)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (21 Jun 2011 to 11 Nov 2012)

Recent activity

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

No changes recorded yet.