Donna Parker

Last updated
2 weeks ago
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Where they hold approval

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

  • Astute Private Wealth Limited

    FRN 531465

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (23 Apr 2018 to 8 Dec 2019)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (5 Jul 2012 to 12 Jul 2013)
  • Willson Grange Ltd (no longer approved here)

    FRN 503107

    • Employed By (5 Jul 2012 to 12 Jul 2013)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (19 Jul 2011 to 15 May 2012)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (13 Jul 2011 to 14 Jul 2011)

Recent activity

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

No changes recorded yet.