Charlotte Louise Whiteley

Last updated
1 day ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Affirma Financial Planning Ltd

    FRN 994162

    • (2)Employed By (since 31 Mar 2023)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF1 Director (AR) (since 14 Sep 2020)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 30 Aug 2017)
  • Allard Wealth Ltd (no longer approved here)

    FRN 932210

    • (4)Employed By (14 Sep 2020 to 20 Jul 2023)
  • Financial Lifestyle Management Ltd (no longer approved here)

    FRN 433338

    • (17)Employed By (4 Jan 2019 to 15 Oct 2020)
  • David Allard (no longer approved here)

    FRN 401676

    • Employed By (30 Aug 2017 to 6 Jun 2019)

Recent activity

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

  1. controlled function removed: Employed By at Allard Wealth Ltd

  2. controlled function added: (4)Employed By at Allard Wealth Ltd

  3. controlled function removed: Employed By at Affirma Financial Planning Ltd

  4. controlled function added: (2)Employed By at Affirma Financial Planning Ltd