Elizabeth Amanda Portlock

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.

  • Forester Life Limited (no longer approved here)

    FRN 177898

    • [FCA CF] Client dealing (22 Jul 2022 to 30 Jul 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (23 Aug 2021 to 24 Jun 2022)
    • CF30 Customer (20 Aug 2021 to 24 Jun 2022)
  • Scottish Widows Schroder Personal Wealth Limited (no longer approved here)

    FRN 830170

    • [FCA CF] Functions requiring qualifications (19 May 2020 to 7 Apr 2021)
    • [FCA CF] Client dealing (19 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 (1 Jul 2014 to 6 Mar 2016)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (16 Dec 2008 to 22 May 2013)

Recent activity

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

No changes recorded yet.