Claire Kelly

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.

  • Coutts & Company

    FRN 122287

    • 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 4 Nov 2025)
    • [FCA CF] Functions requiring qualifications (26 Jan 2024 to 13 Jun 2025)
  • McCue Wealth Management Limited (no longer approved here)

    FRN 710296

    • (1)Employed By (10 Jan 2020 to 1 Jun 2021)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jun 2021)
    • CF30 Customer (31 Oct 2017 to 1 Jun 2021)
  • Gary Walker Wealth Management Limited (no longer approved here)

    FRN 400929

    • (2)Employed By (4 Jun 2019 to 1 Jun 2021)
  • Claire Kelly (no longer approved here)

    FRN 792469

    • Employed By (31 Oct 2017 to 1 Jun 2021)

Recent activity

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

No changes recorded yet.