Felicity Alexandra Hannah McSheehy

Last updated
4 days ago
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Where they hold approval

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

  • Grafton Wealth Management (UK) Limited

    FRN 987175

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 4 Jul 2023)
    • Responsibility for MCD Intermediation (since 4 Jul 2023)
    • Responsible for Insurance Distribution (since 4 Jul 2023)
    • SMF16 Compliance Oversight (since 4 Jul 2023)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 4 Jul 2023)
    • SMF3 Executive Director (since 4 Jul 2023)
    • [FCA CF] Client dealing (since 4 Jul 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jul 2023)
    • CF30 Customer (21 Oct 2019 to 4 Jul 2023)
    • CF1 Director (AR) (21 Oct 2019 to 4 Jul 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (21 Oct 2019 to 4 Jul 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF1 Director (AR) (20 Aug 2019 to 25 Oct 2019)
    • CF30 Customer (25 Jan 2017 to 25 Oct 2019)

Recent activity

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

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