Grace Marshall

Last updated
6 days ago
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Where they hold approval

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

  • Towers Whitehead Wealth Management Limited

    FRN 947091

    • 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
    • [FCA CF] Client dealing (since 28 Jan 2024)
    • Appointed representative dealing with clients for which they require qualification (since 28 Jan 2024)
    • CF1 Director (AR) (since 27 Jan 2024)
    • CF30 Customer (since 27 Jan 2024)
  • Marshall Wealth Limited

    FRN 1006132

    • (1)Employed By (since 27 Jan 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (23 Sep 2022 to 9 Oct 2023)
    • CF30 Customer (15 Sep 2022 to 9 Oct 2023)
  • CJP Financial Services Ltd (no longer approved here)

    FRN 466798

    • Employed By (15 Sep 2022 to 9 Oct 2023)

Recent activity

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

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