Beverley Karen Wardale

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.

  • Quilter Financial Limited

    FRN 497604

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 13 Sep 2010)
    • CF30 Customer (since 13 Sep 2010)
    • CF2 Non Executive Director (6 Jan 2014 to 15 Jan 2014)
    • CF1 Director (17 Oct 2013 to 15 Jan 2014)
  • Wardale Fletcher Financial Consultants Ltd

    FRN 531133

    • Employed By (since 13 Sep 2010)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF4 Partner (AR) (1 Oct 2008 to 7 Sep 2010)
    • CF30 Customer (1 Nov 2007 to 7 Sep 2010)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (1 Jun 2005 to 31 Jan 2007)
  • Robert Fletcher Associates LLP (no longer approved here)

    FRN 216573

    • (2)Employed By (1 Dec 2001 to 7 Sep 2010)

Recent activity

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

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