Clara Margaret Jackson

Last updated
1 week ago
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Where they hold approval

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

  • Executive Wealth Services Ltd

    FRN 822396

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 4 Aug 2025)
    • [FCA CF] Functions requiring qualifications (since 4 Aug 2025)
  • Verso Wealth Management Limited (no longer approved here)

    FRN 153871

    • [FCA CF] Client dealing (7 Aug 2024 to 31 Jul 2025)
    • [FCA CF] Functions requiring qualifications (7 Aug 2024 to 31 Jul 2025)
  • ASCOT LLOYD FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 144519

    • [FCA CF] Client dealing (18 Feb 2021 to 28 Aug 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Aug 2021)
    • CF30 Customer (30 Nov 2019 to 8 Dec 2019)
  • Grant Thornton UK LLP (no longer approved here)

    FRN 231791

    • CF30 Customer (20 Jul 2018 to 29 Nov 2019)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (3 May 2013 to 17 Jul 2014)
  • Blythswood Associates (no longer approved here)

    FRN 600175

    • Employed By (3 May 2013 to 17 Jul 2014)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2011 to 31 Aug 2012)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (15 Apr 2008 to 5 Nov 2009)

Recent activity

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

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