Helen Teresa Perrin

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.

  • Towers Watson Limited

    FRN 432886

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 11. Pension transfer specialist
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Significant management (since 9 Sep 2024)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF24 Pension Transfer Specialist (23 Apr 2007 to 31 Oct 2007)
    • CF21 Investment Adviser (16 Nov 2005 to 31 Oct 2007)
  • PricewaterhouseCoopers LLP (no longer approved here)

    FRN 221411

    • CF22 Investment Adviser (Trainee) (22 May 2003 to 30 Jun 2004)
    • CF26 Customer Trading (22 May 2003 to 30 Jun 2004)

Recent activity

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

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