Imogen Jane Allard

Last updated
2 days ago
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Where they hold approval

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

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 15 Sep 2020)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 18 Sep 2018)
  • Allard Wealth Ltd

    FRN 932210

    • (2)Employed By (since 15 Sep 2020)
  • Financial Lifestyle Management Ltd (no longer approved here)

    FRN 433338

    • (14)Employed By (4 Jan 2019 to 15 Oct 2020)
  • David Allard (no longer approved here)

    FRN 401676

    • Employed By (18 Sep 2018 to 6 Jun 2019)

Recent activity

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

  1. controlled function removed: Employed By at Allard Wealth Ltd

  2. controlled function added: (2)Employed By at Allard Wealth Ltd