Jacqueline Searle

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.

  • GSI WEALTH MANAGEMENT LTD

    FRN 460572

    • 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 1 Mar 2026)
    • [FCA CF] Client dealing (since 1 Mar 2026)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (10 Jan 2025 to 9 Jun 2025)
    • CF30 Customer (8 Jan 2025 to 9 Jun 2025)
  • Westerham Financial Services Ltd (no longer approved here)

    FRN 401687

    • Employed By (8 Jan 2025 to 9 Jun 2025)
  • Origen Financial Services Limited (no longer approved here)

    FRN 192666

    • [FCA CF] Functions requiring qualifications (1 Feb 2024 to 4 Nov 2024)
    • [FCA CF] Client dealing (1 Feb 2024 to 4 Nov 2024)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • [FCA CF] Functions requiring qualifications (7 Mar 2016 to 31 Jan 2024)
    • CF30 Customer (5 Dec 2011 to 29 Dec 2014)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 29 Oct 2011)
    • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.