Clare Marie Kennelly

Last updated
1 week ago
Watch for changes

Where they hold approval

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

  • 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
    • Appointed representative dealing with clients for which they require qualification (since 1 Jun 2021)
    • CF30 Customer (since 21 May 2021)
  • Frost Wealth Management Ltd

    FRN 415401

    • (4)Employed By (since 21 May 2021)
  • Scottish Widows Schroder Personal Wealth Limited (no longer approved here)

    FRN 830170

    • [FCA CF] Functions requiring qualifications (20 May 2020 to 7 Apr 2021)
    • [FCA CF] Client dealing (20 May 2020 to 7 Apr 2021)
    • CF30 Customer (13 Jun 2019 to 8 Dec 2019)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (11 Dec 2015 to 6 Mar 2016)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (21 Jun 2010 to 28 Feb 2012)

Recent activity

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

No changes recorded yet.