Isabel Clark

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.

  • Bellamy Wealth Management Limited

    FRN 971895

    • Employed By (since 11 Sep 2025)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 9 Nov 2017)
  • McKenzie Wealth Management Ltd (no longer approved here)

    FRN 505484

    • (7)Employed By (16 Jan 2019 to 25 Sep 2025)
  • LTC Solutions Ltd (no longer approved here)

    FRN 401638

    • (1)Employed By (9 Nov 2017 to 16 Jan 2019)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (15 Mar 2017 to 29 Aug 2017)

Recent activity

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

No changes recorded yet.