Fiona Carmel Llewellyn

Last updated
3 weeks ago
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Where they hold approval

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

  • Wealth & Finance Matters Limited

    FRN 756260

    • Employed By (since 27 Oct 2023)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 3 Feb 2015)
    • CF30 Customer (18 Oct 2013 to 12 Nov 2013)
  • Specialist Trust Solutions LLP (no longer approved here)

    FRN 401684

    • (42)Employed By (27 Jan 2015 to 2 Nov 2023)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (1 Nov 2007 to 25 Sep 2013)
    • CF21 Investment Adviser (30 Aug 2002 to 31 Oct 2007)
    • CF27 Investment Management (10 Apr 2002 to 30 Aug 2002)

Recent activity

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

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