Elizabeth Jane Patrick

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.

  • Sense Network Limited

    FRN 465124

    • 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)
    • CF1 Director (AR) (since 27 Jan 2021)
    • CF30 Customer (since 27 Jan 2021)
    • [FCA CF] Client dealing (since 27 Jan 2021)
    • Appointed representative dealing with clients for which they require qualification (since 27 Jan 2021)
  • Sylvan Financial Management Ltd

    FRN 939870

    • (2)Employed By (since 27 Jan 2021)
  • BROWN SHIPLEY & CO. LIMITED (no longer approved here)

    FRN 124548

    • [FCA CF] Functions requiring qualifications (9 Sep 2019 to 29 Dec 2020)
  • Greystone Financial Services Limited (no longer approved here)

    FRN 154622

    • CF30 Customer (19 Mar 2012 to 24 Aug 2012)
  • Premier Pensions and Tax Consultancy Limited (no longer approved here)

    FRN 482631

    • CF30 Customer (27 Jun 2008 to 17 Dec 2010)

Recent activity

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

No changes recorded yet.