Danielle Elizabeth Bearfield

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.

  • WREN STERLING FINANCIAL PLANNING LIMITED

    FRN 665653

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 27 Oct 2023)
    • [FCA CF] Functions requiring qualifications (since 27 Oct 2023)
  • Affinity Financial Awareness Limited (no longer approved here)

    FRN 409160

    • [FCA CF] Functions requiring qualifications (23 May 2022 to 29 Mar 2023)
  • Wealth At Work Limited (no longer approved here)

    FRN 417367

    • [FCA CF] Functions requiring qualifications (23 May 2022 to 29 Mar 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (19 Jul 2021 to 8 Apr 2022)
    • CF30 Customer (30 Jun 2021 to 8 Apr 2022)
  • Crawford Dean Wealth Management Ltd (no longer approved here)

    FRN 943783

    • Employed By (30 Jun 2021 to 8 Apr 2022)
  • HSBC UK Bank Plc (no longer approved here)

    FRN 765112

    • [FCA CF] Functions requiring qualifications (15 Nov 2018 to 15 Nov 2019)

Recent activity

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

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