Jade Annabelle Soutter-Davies

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.

  • AFH Independent Financial Services Limited

    FRN 216704

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2021)
    • [FCA CF] Client dealing (since 9 Dec 2021)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Oct 2021)
    • CF30 Customer (7 Jan 2019 to 29 Oct 2021)
  • Harrier Financial Services A G C Ltd (no longer approved here)

    FRN 200680

    • (7)Employed By (7 Jan 2019 to 29 Oct 2021)
  • Barnett Waddingham LLP (no longer approved here)

    FRN 494494

    • CF30 Customer (3 Aug 2016 to 17 Nov 2018)

Recent activity

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

No changes recorded yet.