Heather Eileen O'Donnell

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.

  • Coutts & Company

    FRN 122287

    • 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)
    • [FCA CF] Functions requiring qualifications (since 22 Jul 2024)
    • [FCA CF] Functions requiring qualifications (12 Nov 2020 to 13 Sep 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (18 Jan 2017 to 28 Feb 2019)
  • Linley Black Wealth Management Ltd (no longer approved here)

    FRN 620827

    • (8)Employed By (18 Jan 2017 to 28 Feb 2019)

Recent activity

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

No changes recorded yet.