Beverley Jayne Yeoman

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.

  • Stephanie Amber Croft

    FRN 451293

    • 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 2 Jul 2024)
    • [FCA CF] Client dealing (since 2 Jul 2024)
  • Lewis Financial Planning & Wealth Management Ltd (no longer approved here)

    FRN 973886

    • (2)Employed By (4 Aug 2022 to 31 Jan 2024)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2024)
    • CF30 Customer (10 Jun 2013 to 21 Jun 2013)
  • Mr William Harris (no longer approved here)

    FRN 196271

    • CF30 Customer (1 May 2011 to 26 Oct 2011)

Recent activity

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

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