Bethany Shipley

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.

  • YorWealth Limited

    FRN 937101

    • Employed By (since 16 Dec 2025)
  • Hexagon Wealth Limited

    FRN 483403

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 12. Giving personal recommendations on and dealing in 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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Client dealing (since 9 Dec 2024)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2024)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2024)
  • EC Financial Planning Limited (no longer approved here)

    FRN 1019288

    • (2)Employed By (30 Sep 2024 to 15 Nov 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (31 May 2023 to 15 Nov 2024)
    • Appointed representative dealing with clients for which they require qualification (21 Nov 2022 to 15 Nov 2024)
  • Network Ventures (UK) Ltd (no longer approved here)

    FRN 911780

    • (2)Employed By (31 May 2023 to 15 Nov 2024)

Recent activity

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

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