Jacqueline Fitzpatrick

Last updated
1 week ago
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Where they hold approval

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

  • B-Advised Ltd

    FRN 846361

    • 21. Advising or arranging (bringing about) equity release transactions
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 11 May 2020)
  • B-Advised Limited (no longer approved here)

    FRN 460404

    • Employed By (10 Mar 2020 to 11 May 2020)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Mar 2020)
    • CF30 Customer (1 Nov 2007 to 11 May 2020)
    • CF22 Investment Adviser (Trainee) (30 Oct 2007 to 31 Oct 2007)
  • Creaking Gate Limited (no longer approved here)

    FRN 447841

    • Employed By (4 May 2011 to 11 May 2020)

Recent activity

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

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