Helen Wendy Jackson

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.

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 21 Aug 2018)
  • Dendro Private Wealth Ltd

    FRN 808544

    • (4)Employed By (since 21 Aug 2018)
  • Coutts & Company (no longer approved here)

    FRN 122287

    • CF30 Customer (16 Jan 2008 to 6 Mar 2016)
    • CF21 Investment Adviser (22 May 2003 to 19 Mar 2007)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 22 May 2003)

Recent activity

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

No changes recorded yet.