Fiona Elizabeth Bolt

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.

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • CF1 Director (AR) (since 31 Oct 2017)
    • CF30 Customer (since 31 Oct 2017)
  • Cameron Jones Financial Management Limited

    FRN 792697

    • Employed By (since 31 Oct 2017)
  • City Financial Planning (Exeter) Limited (no longer approved here)

    FRN 460195

    • CF30 Customer (1 Nov 2007 to 27 Oct 2017)
    • CF21 Investment Adviser (1 Mar 2007 to 31 Oct 2007)
  • CITY FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 440633

    • CF21 Investment Adviser (7 Mar 2006 to 22 Mar 2007)
    • CF22 Investment Adviser (Trainee) (3 Jan 2006 to 7 Mar 2006)
  • Queensgate Independant Financial Advisors (no longer approved here)

    FRN 176975

    • (18)Employed By (31 Oct 2005 to 30 Dec 2005)

Recent activity

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

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