Jacqueline Mary Wilson

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.

  • Sandringham Financial Partners Limited

    FRN 581304

    • 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)
    • [FCA CF] Functions requiring qualifications (since 6 Sep 2021)
    • [FCA CF] Client dealing (since 6 Sep 2021)
  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • [FCA CF] Functions requiring qualifications (13 Aug 2020 to 14 Feb 2021)
    • [FCA CF] Client dealing (13 Aug 2020 to 14 Feb 2021)
    • CF30 Customer (6 Oct 2014 to 8 Dec 2019)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (21 Jun 2012 to 28 Dec 2012)

Recent activity

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

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