Charlotte Walters

Last updated
3 weeks ago
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Where they hold approval

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

  • Charlotte Walters

    FRN 971027

    • Employed By (since 3 Mar 2022)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 12 Jun 2018)
  • Stefanie Price (no longer approved here)

    FRN 606594

    • (1)Employed By (7 Mar 2019 to 13 Apr 2022)
  • John Clements (no longer approved here)

    FRN 608733

    • (1)Employed By (12 Jun 2018 to 7 Mar 2019)

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