Imogen Congdon

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • RBC Europe Limited

    FRN 124543

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 4 Nov 2024)
    • [FCA CF] Functions requiring qualifications (since 4 Nov 2024)
  • Partners Wealth Management LLP (no longer approved here)

    FRN 442303

    • [FCA CF] Client dealing (6 Aug 2020 to 20 May 2022)
    • [FCA CF] Functions requiring qualifications (6 Aug 2020 to 20 May 2022)

Recent activity

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

No changes recorded yet.