Elizabeth Helen Tripconey

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.

  • Fortic Financial Services Ltd

    FRN 474740

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (9 Nov 2015 to 8 Dec 2019)
  • Phoenix Financial Services Ltd (no longer approved here)

    FRN 200158

    • (5)Employed By (3 Apr 2000 to 30 Jul 2015)

Recent activity

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

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