Coral Sophia Bowden

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.

  • Bowden Financial Consultancy Ltd

    FRN 913761

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 28 Oct 2020)
    • [FCA CF] Client dealing (since 28 Oct 2020)
    • SMF3 Executive Director (since 1 Jun 2020)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF30 Customer (3 Aug 2010 to 3 Jan 2014)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 9 Nov 2010)
    • CF21 Investment Adviser (24 Oct 2002 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (9 Aug 2002 to 24 Oct 2002)

Recent activity

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

No changes recorded yet.